Connectus Wealth’s NIO NIO Stock Holding History

Connectus Wealth’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 Q3	–	Sell	-10,500	Closed	-$102K	–	517
2023 Q2	$102K	Sell	10,500 -434	-4%	-$3.67K	﹤0.01%	437
2023 Q1	$115K	Buy	10,934 +414	+4%	+$4.23K	﹤0.01%	422
2022 Q4	$103K	Sell	10,520 -100	-0.9%	-$1.15K	﹤0.01%	415
2022 Q3	$167K	Sell	10,620 -1	-0%	-$20	﹤0.01%	490
2022 Q2	$231K	Buy	10,621 +421	+4%	+$7.72K	0.01%	400
2022 Q1	$323K	Sell	10,200 -1,000	-9%	-$23.6K	0.01%	324
2021 Q4	$355K	Buy	+11,200	New	+$412K	0.01%	286

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Connectus Wealth's NIO Position: Q3 2023 in Review

Connectus Wealth sold out of NIO (NIO) in Q3 2023, closing a stake of 10,500 shares — an estimated $102K sold.

Connectus Wealth first reported a position in NIO in Q4 2021 and held it in 7 quarters. The position peaked at $355K in Q4 2021. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Connectus Wealth reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Connectus Wealth sold 10,500 NIO shares in Q3 2023, an estimated $102K.
Connectus Wealth first reported a position in NIO in Q4 2021 and held it in 7 quarters.
Connectus Wealth's NIO position peaked at $355K in Q4 2021.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.