EWM
NIO icon

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 – 661
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% 589

Other funds holding NIO

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
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return