Legacy Financial Group (Iowa)’s NIO NIO Stock Holding History

Legacy Financial Group (Iowa)’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 Q4	–	Sell	-122	Closed	-$1.1K	–	340
2023 Q3	$1.1K	Buy	+122	New	+$1.36K	﹤0.01%	513

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

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

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

Legacy Financial Group (Iowa)'s NIO Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of NIO (NIO) in Q4 2023, closing a stake of 122 shares — an estimated $1.1K sold.

Legacy Financial Group (Iowa) first reported a position in NIO in Q3 2023 and held it in 1 quarter. The position peaked at $1.1K in Q3 2023. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 122 NIO shares in Q4 2023, an estimated $1.1K.
Legacy Financial Group (Iowa) first reported a position in NIO in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s NIO position peaked at $1.1K in Q3 2023.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.