BDO Wealth Advisors’s NIO NIO Stock Holding History

BDO Wealth 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 Q2	$4.87K	Hold	502	–	–	﹤0.01%	772
2023 Q1	$5.28K	Hold	502	–	–	﹤0.01%	790
2022 Q4	$4.89K	Sell	502 -220	-30%	-$2.54K	﹤0.01%	770
2022 Q3	$11K	Hold	722	–	–	﹤0.01%	690
2022 Q2	$16K	Sell	722 -80	-10%	-$1.47K	﹤0.01%	601
2022 Q1	$17K	Buy	802 +60	+8%	+$1.41K	﹤0.01%	624
2021 Q4	$24K	Buy	742 +260	+54%	+$9.55K	﹤0.01%	585
2021 Q3	$17K	Sell	482 -50	-9%	-$2.05K	﹤0.01%	645
2021 Q2	$28K	Sell	532 -50	-9%	-$2K	﹤0.01%	558
2021 Q1	$23K	Buy	582 +252	+76%	+$12.8K	﹤0.01%	596
2020 Q4	$16K	Buy	330 +175	+113%	+$6.77K	﹤0.01%	492
2020 Q3	$3K	Buy	+155	New	+$2.39K	﹤0.01%	641

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BDO Wealth Advisors's NIO Position: Q2 2023 in Review

BDO Wealth Advisors held its NIO (NIO) position steady in Q2 2023 at 502 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

BDO Wealth Advisors first reported a position in NIO in Q3 2020 and has held it in 12 quarters since. The position peaked at $28K in Q2 2021. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

BDO Wealth Advisors held 502 shares of NIO worth $4.87K as of Q2 2023.
BDO Wealth Advisors left its NIO share count unchanged in Q2 2023.
NIO made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #772 holding.
BDO Wealth Advisors first reported a position in NIO in Q3 2020 and has held it in 12 quarters since.
BDO Wealth Advisors's NIO position peaked at $28K in Q2 2021.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.