Endurance Wealth Management’s NIO NIO Stock Holding History

Endurance 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
2023 Q2	$13K	Buy	1,315 +115	+10%	+$973	﹤0.01%	474
2023 Q1	$13K	Hold	1,200	–	–	﹤0.01%	481
2022 Q4	$12K	Hold	1,200	–	–	﹤0.01%	464
2022 Q3	$19K	Hold	1,200	–	–	﹤0.01%	411
2022 Q2	$26K	Hold	1,200	–	–	﹤0.01%	388
2022 Q1	$25K	Buy	1,200 +1,000	+500%	+$23.6K	﹤0.01%	423
2021 Q4	$6K	Buy	+200	New	+$7.35K	﹤0.01%	538

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Endurance Wealth Management's NIO Position: Q2 2023 in Review

Endurance Wealth Management increased its NIO (NIO) stake by 9.6% in Q2 2023, buying an estimated $973 and bringing the position to 1,315 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Endurance Wealth Management first reported a position in NIO in Q4 2021 and has held it in 7 quarters since. The position peaked at $26K in Q2 2022. 483 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Endurance Wealth Management held 1,315 shares of NIO worth $13K as of Q2 2023.
Endurance Wealth Management bought 115 NIO shares in Q2 2023, an estimated $973.
NIO made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #474 holding.
Endurance Wealth Management first reported a position in NIO in Q4 2021 and has held it in 7 quarters since.
Endurance Wealth Management's NIO position peaked at $26K in Q2 2022.
483 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.