JP Morgan Private Wealth Advisors’s NIO NIO Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	–	Sell	-10,489	Closed	-$102K	–	1761
2023 Q2	$102K	Sell	10,489 -7,768	-43%	-$65.7K	﹤0.01%	1440
2023 Q1	$192K	Sell	18,257 -176	-1%	-$1.8K	﹤0.01%	1845
2022 Q4	$180K	Sell	18,433 -10,156	-36%	-$117K	﹤0.01%	1838
2022 Q3	$451K	Sell	28,589 -9,233	-24%	-$183K	﹤0.01%	1505
2022 Q2	$821K	Buy	37,822 +5,808	+18%	+$107K	﹤0.01%	1234
2022 Q1	$674K	Buy	32,014 +3,971	+14%	+$93.5K	﹤0.01%	1395
2021 Q4	$888K	Buy	28,043 +5,161	+23%	+$190K	﹤0.01%	1308
2021 Q3	$815K	Buy	22,882 +8,620	+60%	+$354K	﹤0.01%	1302
2021 Q2	$759K	Buy	14,262 +6,567	+85%	+$263K	﹤0.01%	1324
2021 Q1	$300K	Buy	+7,695	New	+$392K	﹤0.01%	1532

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NIO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of NIO (NIO) in Q3 2023, closing a stake of 10,489 shares — an estimated $102K sold.

JP Morgan Private Wealth Advisors first reported a position in NIO in Q1 2021 and held it in 10 quarters. The position peaked at $888K in Q4 2021. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

JP Morgan Private Wealth Advisors reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,489 NIO shares in Q3 2023, an estimated $102K.
JP Morgan Private Wealth Advisors first reported a position in NIO in Q1 2021 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's NIO position peaked at $888K in Q4 2021.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.