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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 – 1233
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
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

Glassman Wealth Services's NIO Position: Q1 2024 in Review

Glassman Wealth Services sold out of NIO (NIO) in Q1 2024, closing a stake of 1,046 shares — an estimated $9.49K sold.

Glassman Wealth Services first reported a position in NIO in Q3 2020 and held it in 14 quarters. The position peaked at $36K in Q2 2021. 484 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Glassman Wealth Services reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,046 NIO shares in Q1 2024, an estimated $9.49K.
  • Glassman Wealth Services first reported a position in NIO in Q3 2020 and held it in 14 quarters.
  • Glassman Wealth Services's NIO position peaked at $36K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.