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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Barnes Pettey Financial Advisors's NIO Position: Q4 2023 in Review

Barnes Pettey Financial Advisors sold out of NIO (NIO) in Q4 2023, closing a stake of 152,033 shares — an estimated $1.37M sold.

Barnes Pettey Financial Advisors first reported a position in NIO in Q4 2021 and held it in 8 quarters. The position peaked at $1.9M in Q1 2023. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Barnes Pettey Financial Advisors reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Barnes Pettey Financial Advisors sold 152,033 NIO shares in Q4 2023, an estimated $1.37M.
Barnes Pettey Financial Advisors first reported a position in NIO in Q4 2021 and held it in 8 quarters.
Barnes Pettey Financial Advisors's NIO position peaked at $1.9M in Q1 2023.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Barnes Pettey Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.