Institutional & Family Asset Management’s NIO NIO Stock Holding History

Institutional & Family Asset 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	$62	Hold	15	–	–	﹤0.01%	741
2024 Q1	$68	Hold	15	–	–	﹤0.01%	728
2023 Q4	$136	Hold	15	–	–	﹤0.01%	700
2023 Q3	$136	Hold	15	–	–	﹤0.01%	703
2023 Q2	$145	Hold	15	–	–	﹤0.01%	741
2023 Q1	$158	Hold	15	–	–	﹤0.01%	717
2022 Q4	$146	Hold	15	–	–	﹤0.01%	704
2022 Q3	$0	Hold	15	–	–	﹤0.01%	748
2022 Q2	$0	Hold	15	–	–	﹤0.01%	768
2022 Q1	$0	Hold	15	–	–	﹤0.01%	815
2021 Q4	$0	Hold	15	–	–	﹤0.01%	880
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	853
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	902
2021 Q1	$1K	Buy	+15	New	+$765	﹤0.01%	880
2019 Q2	–	Sell	-155	Closed	-$1K	–	865
2019 Q1	$1K	Sell	155 -145	-48%	-$1.03K	﹤0.01%	800
2018 Q4	$2K	Hold	300	–	–	﹤0.01%	700
2018 Q3	$2K	Buy	+300	New	+$2.47K	﹤0.01%	747

Other funds holding NIO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Institutional & Family Asset Management's NIO Position: Q2 2024 in Review

Institutional & Family Asset Management held its NIO (NIO) position steady in Q2 2024 at 15 shares worth $62. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Institutional & Family Asset Management first reported a position in NIO in Q3 2018 and has held it in 17 quarters since. The position peaked at $2K in Q4 2018. 475 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

Institutional & Family Asset Management held 15 shares of NIO worth $62 as of Q2 2024.
Institutional & Family Asset Management left its NIO share count unchanged in Q2 2024.
NIO made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #741 holding.
Institutional & Family Asset Management first reported a position in NIO in Q3 2018 and has held it in 17 quarters since.
Institutional & Family Asset Management's NIO position peaked at $2K in Q4 2018.
475 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.