Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$96.9K Hold
10,000
0.05% 217
2023
Q1
$105K Sell
10,000
-3,500
-26% -$35.8K 0.07% 151
2022
Q4
$132K Buy
+13,500
New +$156K 0.09% 160

Other funds holding NIO

First Capital Advisors Group's NIO Position: Q2 2023 in Review

First Capital Advisors Group held its NIO (NIO) position steady in Q2 2023 at 10,000 shares worth $96.9K. The position accounts for 0.05% of the portfolio, ranked #217.

First Capital Advisors Group first reported a position in NIO in Q4 2022 and has held it in 3 quarters since. The position peaked at $132K in Q4 2022. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

  • First Capital Advisors Group held 10,000 shares of NIO worth $96.9K as of Q2 2023.
  • First Capital Advisors Group left its NIO share count unchanged in Q2 2023.
  • NIO made up 0.05% of First Capital Advisors Group's portfolio in Q2 2023, its #217 holding.
  • First Capital Advisors Group first reported a position in NIO in Q4 2022 and has held it in 3 quarters since.
  • First Capital Advisors Group's NIO position peaked at $132K in Q4 2022.
  • 482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.