Cetera Advisors’s NIO NIO Stock Holding History

Cetera Advisors’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 Q1	$152K	Buy	33,671 +6,981	+26%	+$42.1K	﹤0.01%	2265
2023 Q4	$242K	Buy	26,690 +4,444	+20%	+$35.3K	﹤0.01%	1542
2023 Q3	$201K	Sell	22,246 -4,002	-15%	-$44.5K	﹤0.01%	1543
2023 Q2	$254K	Sell	26,248 -1,155	-4%	-$9.78K	﹤0.01%	1386
2023 Q1	$288K	Sell	27,403 -7,552	-22%	-$77.2K	﹤0.01%	1308
2022 Q4	$341K	Buy	34,955 +8,867	+34%	+$102K	0.01%	1167
2022 Q3	$411K	Buy	26,088 +418	+2%	+$8.27K	0.01%	866
2022 Q2	$558K	Sell	25,670 -1,022,314	-98%	-$18.8M	0.01%	792
2022 Q1	$22.1M	Buy	1,047,984 +473,081	+82%	+$11.1M	0.44%	43
2021 Q4	$18.2M	Buy	574,903 +9,721	+2%	+$357K	0.37%	52
2021 Q3	$20.1M	Buy	565,182 +131,192	+30%	+$5.39M	0.39%	47
2021 Q2	$23.1M	Buy	433,990 +159,239	+58%	+$6.38M	0.55%	27
2021 Q1	$10.7M	Buy	274,751 +72,299	+36%	+$3.69M	0.29%	71
2020 Q4	$9.87M	Buy	202,452 +28,865	+17%	+$1.12M	0.32%	64
2020 Q3	$3.68M	Buy	173,587 +107,460	+163%	+$1.65M	0.14%	147
2020 Q2	$511K	Buy	66,127 +480	+0.7%	+$2.11K	0.02%	528
2020 Q1	$182K	Sell	65,647 -128,268	-66%	-$478K	0.01%	735
2019 Q4	$778K	Buy	193,915 +90,269	+87%	+$182K	0.03%	431
2019 Q3	$167K	Buy	103,646 +56,500	+120%	+$173K	0.01%	843
2019 Q2	$124K	Buy	+47,146	New	+$189K	0.01%	888

Other funds holding NIO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Legal & General Group

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

Geode Capital Management

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