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BerganKDV Wealth Management’s NIO NIO Stock Holding History

BerganKDV 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
Q1 		– Sell
-2,498
Closed -$24.4K – 1100
2022
Q4 		$24.4K Buy
+2,498
New +$28.8K ﹤0.01% 470
2021
Q2 		– Sell
-110
Closed -$4K – 1001
2021
Q1 		$4K Buy
110
+10
+10% +$510 ﹤0.01% 698
2020
Q4 		$5K Buy
+100
New +$3.87K ﹤0.01% 658
2020
Q3 		– Sell
-200
Closed -$2K – 978
2020
Q2 		$2K Buy
+200
New +$879 ﹤0.01% 769

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return