CW
NIO icon

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return