AWE
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Avidian Wealth Enterprises’s NIO NIO Stock Holding History

Avidian Wealth Enterprises’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-120,623
Closed -$1.18M – 494
2022
Q4 		$1.18M Hold
120,623
– – 0.08% 155
2022
Q3 		$1.9M Buy
120,623
+29,696
+33% +$588K 0.14% 106
2022
Q2 		$1.98M Buy
90,927
+37,498
+70% +$688K 0.14% 113
2022
Q1 		$1.13M Buy
53,429
+38,189
+251% +$899K 0.07% 180
2021
Q4 		$483K Buy
15,240
+2,325
+18% +$85.4K 0.03% 305
2021
Q3 		$460K Buy
12,915
+9,060
+235% +$372K 0.04% 228
2021
Q2 		$205K Buy
+3,855
New +$154K 0.02% 371

Other funds holding NIO

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BlackRock
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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return