IAG Wealth Partners’s NIO NIO Stock Holding History

IAG Wealth Partners’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
2023 Q2	–	Sell	-1,000	Closed	-$10.5K	–	478
2023 Q1	$10.5K	Buy	+1,000	New	+$10.2K	﹤0.01%	305

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IAG Wealth Partners's NIO Position: Q2 2023 in Review

IAG Wealth Partners sold out of NIO (NIO) in Q2 2023, closing a stake of 1,000 shares — an estimated $10.5K sold.

IAG Wealth Partners first reported a position in NIO in Q1 2023 and held it in 1 quarter. The position peaked at $10.5K in Q1 2023. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

IAG Wealth Partners reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
IAG Wealth Partners sold 1,000 NIO shares in Q2 2023, an estimated $10.5K.
IAG Wealth Partners first reported a position in NIO in Q1 2023 and held it in 1 quarter.
IAG Wealth Partners's NIO position peaked at $10.5K in Q1 2023.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.