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Edge Wealth Management’s NIO NIO Stock Holding History

Edge Wealth Management’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
Q2 		– Sell
-12,000
Closed -$54K – 80
2024
Q1 		$54K Buy
+12,000
New +$72.4K 0.01% 79
2022
Q1 		– Sell
-10
Closed -$1K – 325
2021
Q4 		$1K Hold
10
– – ﹤0.01% 477
2021
Q3 		$1K Hold
10
– – ﹤0.01% 494
2021
Q2 		$1K Hold
10
– – ﹤0.01% 410
2021
Q1 		$1K Hold
10
– – ﹤0.01% 408
2020
Q4 		$1K Buy
+10
New +$387 ﹤0.01% 354
2020
Q1 		– Sell
-50
Closed -$1K – 659
2019
Q4 		$1K Hold
50
– – ﹤0.01% 559
2019
Q3 		$1K Hold
50
– – ﹤0.01% 560
2019
Q2 		$1K Hold
50
– – ﹤0.01% 565
2019
Q1 		$0 Buy
+50
New +$354 ﹤0.01% 586

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edge Wealth Management's NIO Position: Q2 2024 in Review

Edge Wealth Management sold out of NIO (NIO) in Q2 2024, closing a stake of 12,000 shares — an estimated $54K sold.

Edge Wealth Management first reported a position in NIO in Q1 2019 and held it in 10 quarters. The position peaked at $54K in Q1 2024. 474 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

  • Edge Wealth Management reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
  • Edge Wealth Management sold 12,000 NIO shares in Q2 2024, an estimated $54K.
  • Edge Wealth Management first reported a position in NIO in Q1 2019 and held it in 10 quarters.
  • Edge Wealth Management's NIO position peaked at $54K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Edge Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.