Baystate Wealth Management’s NIO NIO Stock Holding History

Baystate Wealth Management’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	$662	Hold	73	–	–	﹤0.01%	1187
2023 Q3	$660	Sell	73 -10	-12%	-$111	﹤0.01%	922
2023 Q2	$804	Buy	83 +10	+14%	+$85	﹤0.01%	952
2023 Q1	$767	Buy	+73	New	+$746	﹤0.01%	951
2021 Q1	–	Sell	-400	Closed	-$19K	–	791
2020 Q4	$19K	Buy	+400	New	+$15.5K	﹤0.01%	348
2020 Q2	–	Sell	-700	Closed	-$2K	–	713
2020 Q1	$2K	Buy	+700	New	+$2.61K	﹤0.01%	504

Other funds holding NIO

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

BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Baystate Wealth Management's NIO Position: Q4 2023 in Review

Baystate Wealth Management held its NIO (NIO) position steady in Q4 2023 at 73 shares worth $662. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Baystate Wealth Management first reported a position in NIO in Q1 2020 and has held it in 6 quarters since. The position peaked at $19K in Q4 2020. 499 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Baystate Wealth Management held 73 shares of NIO worth $662 as of Q4 2023.
Baystate Wealth Management left its NIO share count unchanged in Q4 2023.
NIO made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1187 holding.
Baystate Wealth Management first reported a position in NIO in Q1 2020 and has held it in 6 quarters since.
Baystate Wealth Management's NIO position peaked at $19K in Q4 2020.
499 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.