FRG Family Wealth Advisors’s NIO NIO Stock Holding History

FRG Family 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	-285	Closed	-$1.34K	–	276
2024 Q1	$1.34K	Buy	+285	New	+$1.72K	﹤0.01%	339

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

FRG Family Wealth Advisors's NIO Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of NIO (NIO) in Q2 2024, closing a stake of 285 shares — an estimated $1.34K sold.

FRG Family Wealth Advisors first reported a position in NIO in Q1 2024 and held it in 1 quarter. The position peaked at $1.34K in Q1 2024. 475 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

FRG Family Wealth Advisors reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 285 NIO shares in Q2 2024, an estimated $1.34K.
FRG Family Wealth Advisors first reported a position in NIO in Q1 2024 and held it in 1 quarter.
FRG Family Wealth Advisors's NIO position peaked at $1.34K in Q1 2024.
475 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.