Glassman Wealth Services’s NIO NIO Stock Holding History

Glassman Wealth Services’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	-1,046	Closed	-$9.49K	–	1237
2023 Q4	$9.49K	Buy	1,046 +517	+98%	+$4.1K	﹤0.01%	903
2023 Q3	$4.78K	Buy	529 +123	+30%	+$1.37K	﹤0.01%	1084
2023 Q2	$3.93K	Buy	406 +206	+103%	+$1.74K	﹤0.01%	1058
2023 Q1	$2.1K	Sell	200 -67	-25%	-$685	﹤0.01%	1228
2022 Q4	$2.6K	Sell	267 -287	-52%	-$3.31K	﹤0.01%	1194
2022 Q3	$9K	Buy	554 +122	+28%	+$2.41K	﹤0.01%	831
2022 Q2	$9K	Buy	432 +23	+6%	+$422	﹤0.01%	847
2022 Q1	$9K	Buy	409 +72	+21%	+$1.7K	﹤0.01%	865
2021 Q4	$11K	Sell	337 -145	-30%	-$5.33K	﹤0.01%	767
2021 Q3	$17K	Sell	482 -200	-29%	-$8.22K	﹤0.01%	631
2021 Q2	$36K	Buy	682 +60	+10%	+$2.4K	0.01%	420
2021 Q1	$24K	Buy	622 +471	+312%	+$24K	0.01%	480
2020 Q4	$7K	Buy	151 +41	+37%	+$1.59K	﹤0.01%	809
2020 Q3	$2K	Buy	+110	New	+$1.69K	﹤0.01%	1020

Other funds holding NIO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

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