GWMIA
NIO icon

Global Wealth Management Investment Advisory’s NIO NIO Stock Holding History

Global Wealth Management Investment Advisory’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
-8,760
Closed -$79.5K – 330
2023
Q4 		$79.5K Sell
8,760
-715
-8% -$5.67K 0.02% 160
2023
Q3 		$85.7K Sell
9,475
-300
-3% -$3.34K 0.02% 163
2023
Q2 		$94.7K Sell
9,775
-1,204
-11% -$10.2K 0.03% 160
2023
Q1 		$115K Sell
10,979
-1,871
-15% -$19.1K 0.03% 132
2022
Q4 		$125K Sell
12,850
-1,725
-12% -$19.9K 0.04% 130
2022
Q3 		$230K Sell
14,575
-425
-3% -$8.41K 0.08% 127
2022
Q2 		$326K Sell
15,000
-670
-4% -$12.3K 0.11% 119
2022
Q1 		$330K Sell
15,670
-195
-1% -$4.59K 0.1% 121
2021
Q4 		$503K Buy
15,865
+235
+2% +$8.63K 0.15% 102
2021
Q3 		$557K Buy
15,630
+1,806
+13% +$74.2K 0.18% 97
2021
Q2 		$735K Buy
13,824
+5,496
+66% +$220K 0.24% 85
2021
Q1 		$325K Buy
8,328
+1,000
+14% +$51K 0.12% 105
2020
Q4 		$357K Buy
7,328
+888
+14% +$34.4K 0.14% 100
2020
Q3 		$137K Sell
6,440
-9,935
-61% -$153K 0.06% 116
2020
Q2 		$126K Buy
16,375
+3,025
+23% +$13.3K 0.05% 135
2020
Q1 		$37K Buy
13,350
+1,850
+16% +$6.89K 0.02% 188
2019
Q4 		$46K Buy
11,500
+500
+5% +$1K 0.02% 186
2019
Q3 		$17K Hold
11,000
– – 0.01% 268
2019
Q2 		$28K Hold
11,000
– – 0.01% 231
2019
Q1 		$56K Hold
11,000
– – 0.03% 195
2018
Q4 		$70K Buy
+11,000
New +$76.5K 0.04% 200

Other funds holding NIO

BlackRock
BlackRock New York $5.72T 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 $871B 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 $192B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B 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

Global Wealth Management Investment Advisory's NIO Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of NIO (NIO) in Q1 2024, closing a stake of 8,760 shares — an estimated $79.5K sold.

Global Wealth Management Investment Advisory first reported a position in NIO in Q4 2018 and held it in 21 quarters. The position peaked at $735K in Q2 2021. 481 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 8,760 NIO shares in Q1 2024, an estimated $79.5K.
  • Global Wealth Management Investment Advisory first reported a position in NIO in Q4 2018 and held it in 21 quarters.
  • Global Wealth Management Investment Advisory's NIO position peaked at $735K in Q2 2021.
  • 481 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.