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ICA Group Wealth Management’s NIO NIO Stock Holding History

ICA Group Wealth Management’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
Q2 		$1.14K Sell
275
-200
-42% -$946 ﹤0.01% 721
2024
Q1 		$2.14K Sell
475
-150
-24% -$905 ﹤0.01% 1171
2023
Q4 		$5.67K Buy
+625
New +$4.96K ﹤0.01% 996
2023
Q3 		– Sell
-629
Closed -$6.1K – 841
2023
Q2 		$6.1K Sell
629
-250
-28% -$2.12K ﹤0.01% 934
2023
Q1 		$9.24K Hold
879
– – ﹤0.01% 824
2022
Q4 		$8.87K Buy
+879
New +$10.1K ﹤0.01% 845

Other funds holding NIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ICA Group Wealth Management's NIO Position: Q2 2024 in Review

ICA Group Wealth Management reduced its NIO (NIO) stake by 42% in Q2 2024, selling an estimated $946 and leaving 275 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

ICA Group Wealth Management first reported a position in NIO in Q4 2022 and has held it in 6 quarters since. The position peaked at $9.24K in Q1 2023. 472 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

  • ICA Group Wealth Management held 275 shares of NIO worth $1.14K as of Q2 2024.
  • ICA Group Wealth Management sold 200 NIO shares in Q2 2024, an estimated $946.
  • NIO made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #721 holding.
  • ICA Group Wealth Management first reported a position in NIO in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's NIO position peaked at $9.24K in Q1 2023.
  • 472 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.