Barnes Pettey Financial Advisors’s NIO NIO Stock Holding History

Barnes Pettey Financial Advisors’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 Q4	–	Sell	-152,033	Closed	-$1.37M	–	98
2023 Q3	$1.37M	Sell	152,033 -19,089	-11%	-$212K	1.26%	22
2023 Q2	$1.66M	Sell	171,122 -9,993	-6%	-$84.6K	1.43%	21
2023 Q1	$1.9M	Sell	181,115 -1,503	-0.8%	-$15.4K	1.82%	17
2022 Q4	$1.78M	Buy	182,618 +100,775	+123%	+$1.16M	1.84%	14
2022 Q3	$1.29M	Buy	81,843 +5,925	+8%	+$117K	1.76%	15
2022 Q2	$1.65M	Sell	75,918 -2,743	-3%	-$50.3K	2.13%	12
2022 Q1	$1.66M	Buy	78,661 +19,432	+33%	+$458K	2%	10
2021 Q4	$1.88M	Buy	+59,229	New	+$2.18M	2.16%	10

Other funds holding NIO

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return