FSWA
NIO icon

Financial Synergies Wealth Advisors’s NIO NIO Stock Holding History

Financial Synergies Wealth Advisors’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
-27
Closed -$122 – 316
2024
Q1 		$122 Hold
27
– – ﹤0.01% 493
2023
Q4 		$264 Hold
27
– – ﹤0.01% 431
2023
Q3 		$245 Hold
27
– – ﹤0.01% 479
2023
Q2 		$262 Hold
27
– – ﹤0.01% 476
2023
Q1 		$284 Hold
27
– – ﹤0.01% 466
2022
Q4 		$264 Buy
27
+7
+35% +$81 ﹤0.01% 431
2022
Q3 		$316 Sell
20
-5,090
-100% -$101K ﹤0.01% 418
2022
Q2 		$111K Buy
+5,110
New +$93.8K 0.02% 81

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