Cary Street Partners Investment Advisory’s NIO NIO Stock Holding History

Cary Street Partners Investment Advisory’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	-2,565	Closed	-$23.2K	–	1396
2023 Q3	$23.2K	Buy	2,565 +300	+13%	+$3.34K	﹤0.01%	1071
2023 Q2	$21.9K	Buy	2,265 +2,000	+755%	+$16.9K	﹤0.01%	1021
2023 Q1	$2.79K	Hold	265	–	–	﹤0.01%	1452
2022 Q4	$2.58K	Buy	+265	New	+$3.05K	﹤0.01%	1466
2020 Q2	–	Sell	-14,003	Closed	-$38K	–	113
2020 Q1	$38K	Hold	14,003	–	–	0.09%	72
2019 Q4	$56K	Buy	+14,003	New	+$28.2K	0.06%	122

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Cary Street Partners Investment Advisory's NIO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of NIO (NIO) in Q4 2023, closing a stake of 2,565 shares — an estimated $23.2K sold.

Cary Street Partners Investment Advisory first reported a position in NIO in Q4 2019 and held it in 6 quarters. The position peaked at $56K in Q4 2019. 500 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2,565 NIO shares in Q4 2023, an estimated $23.2K.
Cary Street Partners Investment Advisory first reported a position in NIO in Q4 2019 and held it in 6 quarters.
Cary Street Partners Investment Advisory's NIO position peaked at $56K in Q4 2019.
500 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.