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 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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Synergies Wealth Advisors's NIO Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of NIO (NIO) in Q2 2024, closing a stake of 27 shares — an estimated $122 sold.

Financial Synergies Wealth Advisors first reported a position in NIO in Q2 2022 and held it in 8 quarters. The position peaked at $111K in Q2 2022. 475 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 27 NIO shares in Q2 2024, an estimated $122.
Financial Synergies Wealth Advisors first reported a position in NIO in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's NIO position peaked at $111K in Q2 2022.
475 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.