Janney Montgomery Scott
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Janney Montgomery Scott’s NIO NIO Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-10,777
Closed -$98K – 2792
2023
Q4 		$98K Sell
10,777
-1,798
-14% -$14.3K ﹤0.01% 2552
2023
Q3 		$114K Sell
12,575
-1,232
-9% -$13.7K ﹤0.01% 2460
2023
Q2 		$134K Sell
13,807
-785,216
-98% -$6.65M ﹤0.01% 2529
2023
Q1 		$8.4M Buy
799,023
+788,377
+7,405% +$8.06M 0.03% 479
2022
Q4 		$104K Sell
10,646
-4,070
-28% -$46.9K ﹤0.01% 2473
2022
Q3 		$232K Sell
14,716
-12,789
-46% -$253K ﹤0.01% 2185
2022
Q2 		$615K Sell
27,505
-10,862
-28% -$199K ﹤0.01% 1494
2022
Q1 		$808K Sell
38,367
-22,288
-37% -$525K ﹤0.01% 1375
2021
Q4 		$1.92M Sell
60,655
-6,960
-10% -$256K 0.01% 1001
2021
Q3 		$2.41M Sell
67,615
-12,560
-16% -$516K 0.01% 867
2021
Q2 		$4.26M Sell
80,175
-5,208
-6% -$209K 0.02% 643
2021
Q1 		$3.33M Sell
85,383
-13,229
-13% -$674K 0.02% 691
2020
Q4 		$4.81M Buy
98,612
+36,702
+59% +$1.42M 0.02% 552
2020
Q3 		$1.31M Sell
61,910
-6,880
-10% -$106K 0.01% 978
2020
Q2 		$531K Buy
68,790
+6,400
+10% +$28.1K ﹤0.01% 1329
2020
Q1 		$173K Sell
62,390
-1,800
-3% -$6.7K ﹤0.01% 1702
2019
Q4 		$258K Sell
64,190
-13,200
-17% -$26.5K ﹤0.01% 1786
2019
Q3 		$121K Buy
77,390
+400
+0.5% +$1.22K ﹤0.01% 1969
2019
Q2 		$196K Sell
76,990
-6,126
-7% -$24.6K ﹤0.01% 1912
2019
Q1 		$424K Buy
+83,116
New +$589K ﹤0.01% 1476

Other funds holding NIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return