Fiduciary Alliance’s NIO NIO Stock Holding History

Fiduciary Alliance’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	-915	Closed	-$8.87K	–	658
2023 Q2	$8.87K	Buy	+915	New	+$7.74K	﹤0.01%	586
2023 Q1	–	Sell	-115	Closed	-$1.12K	–	597
2022 Q4	$1.12K	Buy	+115	New	+$1.32K	﹤0.01%	764

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 $3.38T AUM 44.17% 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

Fiduciary Alliance's NIO Position: Q3 2023 in Review

Fiduciary Alliance sold out of NIO (NIO) in Q3 2023, closing a stake of 915 shares — an estimated $8.87K sold.

Fiduciary Alliance first reported a position in NIO in Q4 2022 and held it in 2 quarters. The position peaked at $8.87K in Q2 2023. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Fiduciary Alliance reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 915 NIO shares in Q3 2023, an estimated $8.87K.
Fiduciary Alliance first reported a position in NIO in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's NIO position peaked at $8.87K in Q2 2023.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.