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BHWM
Beaird Harris Wealth Management’s
NIO
NIO
Stock Holding History
Beaird Harris Wealth Management’s Portfolio
NIO Stock Details
NIO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-395
Closed
-$1.64K
–
666
2024
Q2
$1.64K
Hold
395
–
–
﹤0.01%
557
2024
Q1
$1.78K
Hold
395
–
–
﹤0.01%
484
2023
Q4
$3.58K
Hold
395
–
–
﹤0.01%
413
2023
Q3
$3.57K
Hold
395
–
–
﹤0.01%
329
2023
Q2
$3.83K
Hold
395
–
–
﹤0.01%
339
2023
Q1
$4.15K
Sell
395
-200
-34%
-$2.04K
﹤0.01%
332
2022
Q4
$5.8K
Hold
595
–
–
﹤0.01%
393
2022
Q3
$9K
Buy
595
+395
+198%
+$7.82K
﹤0.01%
291
2022
Q2
$4K
Sell
200
-395
-66%
-$7.25K
﹤0.01%
321
2022
Q1
$13K
Sell
595
-200
-25%
-$4.71K
﹤0.01%
295
2021
Q4
$25K
Buy
+795
New
+$29.2K
0.01%
304
Other funds holding NIO
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$134B AUM
35.51%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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