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Legacy Wealth Asset Management’s NIO NIO Stock Holding History

Legacy Wealth 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
2022
Q3 		– Sell
-14,537
Closed -$316K – 344
2022
Q2 		$316K Buy
14,537
+4,647
+47% +$85.3K 0.13% 226
2022
Q1 		$208K Buy
9,890
+1,607
+19% +$37.8K 0.07% 295
2021
Q4 		$262K Buy
+8,283
New +$304K 0.09% 277
2021
Q3 		– Sell
-4,445
Closed -$236K – 304
2021
Q2 		$236K Buy
+4,445
New +$178K 0.1% 274

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Legacy Wealth Asset Management's NIO Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of NIO (NIO) in Q3 2022, closing a stake of 14,537 shares — an estimated $316K sold.

Legacy Wealth Asset Management first reported a position in NIO in Q2 2021 and held it in 4 quarters. The position peaked at $316K in Q2 2022. 504 funds tracked by Wall St. Rank hold NIO as of Q3 2022.

  • Legacy Wealth Asset Management reported no remaining NIO position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 14,537 NIO shares in Q3 2022, an estimated $316K.
  • Legacy Wealth Asset Management first reported a position in NIO in Q2 2021 and held it in 4 quarters.
  • Legacy Wealth Asset Management's NIO position peaked at $316K in Q2 2022.
  • 504 funds tracked by Wall St. Rank held NIO as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.