Bull Oak Capital’s NIO NIO Stock Holding History

Bull Oak Capital’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	–	Sell	-555	Closed	-$5.02K	–	60
2023 Q3	$5.02K	Buy	+555	New	+$6.18K	0.01%	57

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Bull Oak Capital's NIO Position: Q4 2023 in Review

Bull Oak Capital sold out of NIO (NIO) in Q4 2023, closing a stake of 555 shares — an estimated $5.02K sold.

Bull Oak Capital first reported a position in NIO in Q3 2023 and held it in 1 quarter. The position peaked at $5.02K in Q3 2023. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Bull Oak Capital reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Bull Oak Capital sold 555 NIO shares in Q4 2023, an estimated $5.02K.
Bull Oak Capital first reported a position in NIO in Q3 2023 and held it in 1 quarter.
Bull Oak Capital's NIO position peaked at $5.02K in Q3 2023.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Bull Oak Capital's 13F filing for Q4 2023, filed 29 Jan 2024.