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Heritage Wealth Management (Arizona)’s NIO NIO Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$1.95K Buy
200
+100
+100% +$1.15K ﹤0.01% 982
2022
Q3 		$2K Hold
100
– – ﹤0.01% 887
2022
Q2 		$2.17K Sell
100
-300
-75% -$5.5K ﹤0.01% 874
2022
Q1 		$8K Buy
+400
New +$9.42K ﹤0.01% 740

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s NIO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its NIO (NIO) stake by 100% in Q4 2022, buying an estimated $1.15K and bringing the position to 200 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Heritage Wealth Management (Arizona) first reported a position in NIO in Q1 2022 and has held it in 4 quarters since. The position peaked at $8K in Q1 2022. 516 funds tracked by Wall St. Rank hold NIO as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 200 shares of NIO worth $1.95K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 100 NIO shares in Q4 2022, an estimated $1.15K.
  • NIO made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #982 holding.
  • Heritage Wealth Management (Arizona) first reported a position in NIO in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s NIO position peaked at $8K in Q1 2022.
  • 516 funds tracked by Wall St. Rank held NIO as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.