Invictus Private Wealth’s NIO NIO Stock Holding History

Invictus Private Wealth’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 Q1	–	Sell	-35,900	Closed	-$350K	–	96
2022 Q4	$350K	Buy	+35,900	New	+$414K	0.05%	61

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invictus Private Wealth's NIO Position: Q1 2023 in Review

Invictus Private Wealth sold out of NIO (NIO) in Q1 2023, closing a stake of 35,900 shares — an estimated $350K sold.

Invictus Private Wealth first reported a position in NIO in Q4 2022 and held it in 1 quarter. The position peaked at $350K in Q4 2022. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

Invictus Private Wealth reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
Invictus Private Wealth sold 35,900 NIO shares in Q1 2023, an estimated $350K.
Invictus Private Wealth first reported a position in NIO in Q4 2022 and held it in 1 quarter.
Invictus Private Wealth's NIO position peaked at $350K in Q4 2022.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Invictus Private Wealth's 13F filing for Q1 2023, filed 5 Jun 2023.