BFEC
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Benjamin F. Edwards & Company’s NIO NIO Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		– Sell
-50
Closed – – 2206
2024
Q1 		$0 Sell
50
-50
-50% -$302 ﹤0.01% 2207
2023
Q4 		$1K Hold
100
– – ﹤0.01% 2048
2023
Q3 		$1K Hold
100
– – ﹤0.01% 1718
2023
Q2 		$1K Hold
100
– – ﹤0.01% 1721
2023
Q1 		$1K Hold
100
– – ﹤0.01% 1735
2022
Q4 		$1K Hold
100
– – ﹤0.01% 1795
2022
Q3 		$2K Hold
100
– – ﹤0.01% 1721
2022
Q2 		$2K Hold
100
– – ﹤0.01% 1700
2022
Q1 		$2K Hold
100
– – ﹤0.01% 1668
2021
Q4 		$3K Sell
100
-100
-50% -$3.67K ﹤0.01% 1604
2021
Q3 		$7K Hold
200
– – ﹤0.01% 1460
2021
Q2 		$11K Hold
200
– – ﹤0.01% 1361
2021
Q1 		$8K Buy
200
+100
+100% +$5.1K ﹤0.01% 1417
2020
Q4 		$5K Hold
100
– – ﹤0.01% 1408
2020
Q3 		$2K Buy
+100
New +$1.54K ﹤0.01% 1583
2019
Q3 		– Sell
-1,000
Closed -$3K – 1928
2019
Q2 		$3K Hold
1,000
– – ﹤0.01% 1753
2019
Q1 		$5K Buy
+1,000
New +$7.09K ﹤0.01% 1498

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's NIO Position: Q2 2024 in Review

Benjamin F. Edwards & Company sold out of NIO (NIO) in Q2 2024, closing a stake of 50 shares.

Benjamin F. Edwards & Company first reported a position in NIO in Q1 2019 and held it in 17 quarters. The position peaked at $11K in Q2 2021. 474 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

  • Benjamin F. Edwards & Company reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 50 NIO shares in Q2 2024.
  • Benjamin F. Edwards & Company first reported a position in NIO in Q1 2019 and held it in 17 quarters.
  • Benjamin F. Edwards & Company's NIO position peaked at $11K in Q2 2021.
  • 474 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.