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Focused Wealth Management’s NIO NIO Stock Holding History

Focused 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
2024
Q1 		– Sell
-559
Closed -$5.07K – 676
2023
Q4 		$5.07K Sell
559
-151
-21% -$1.2K ﹤0.01% 653
2023
Q3 		$6.42K Sell
710
-750
-51% -$8.35K ﹤0.01% 607
2023
Q2 		$14.1K Hold
1,460
– – ﹤0.01% 487
2023
Q1 		$15.3K Sell
1,460
-33
-2% -$337 ﹤0.01% 477
2022
Q4 		$14.6K Buy
1,493
+272
+22% +$3.13K ﹤0.01% 474
2022
Q3 		$19K Buy
1,221
+11
+0.9% +$218 ﹤0.01% 407
2022
Q2 		$26K Sell
1,210
-100
-8% -$1.83K ﹤0.01% 361
2022
Q1 		$28K Hold
1,310
– – ﹤0.01% 383
2021
Q4 		$42K Hold
1,310
– – 0.01% 393
2021
Q3 		$47K Sell
1,310
-211
-14% -$8.67K 0.01% 393
2021
Q2 		$81K Sell
1,521
-3
-0.2% -$120 0.01% 323
2021
Q1 		$59K Buy
1,524
+259
+20% +$13.2K 0.01% 346
2020
Q4 		$62K Buy
1,265
+204
+19% +$7.89K 0.01% 328
2020
Q3 		$23K Sell
1,061
-3,950
-79% -$60.8K 0.01% 396
2020
Q2 		$39K Buy
5,011
+4,459
+808% +$19.6K 0.01% 334
2020
Q1 		$2K Buy
552
+11
+2% +$41 ﹤0.01% 615
2019
Q4 		$2K Buy
541
+117
+28% +$235 ﹤0.01% 644
2019
Q3 		$1K Buy
424
+83
+24% +$254 ﹤0.01% 670
2019
Q2 		$1K Buy
341
+237
+228% +$952 ﹤0.01% 701
2019
Q1 		$1K Buy
+104
New +$737 ﹤0.01% 660

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's NIO Position: Q1 2024 in Review

Focused Wealth Management sold out of NIO (NIO) in Q1 2024, closing a stake of 559 shares — an estimated $5.07K sold.

Focused Wealth Management first reported a position in NIO in Q1 2019 and held it in 20 quarters. The position peaked at $81K in Q2 2021. 484 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Focused Wealth Management reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 559 NIO shares in Q1 2024, an estimated $5.07K.
  • Focused Wealth Management first reported a position in NIO in Q1 2019 and held it in 20 quarters.
  • Focused Wealth Management's NIO position peaked at $81K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.