FWM
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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 – 682
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 $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return