Liberty Wealth Management’s NIO NIO Stock Holding History

Liberty Wealth 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
2023 Q2	–	Sell	-18,405	Closed	-$171K	–	218
2023 Q1	$171K	Buy	+18,405	New	+$188K	0.04%	221
2021 Q4	–	Sell	-825	Closed	-$29K	–	772
2021 Q3	$29K	Buy	825 +456	+124%	+$18.7K	0.01%	553
2021 Q2	$20K	Buy	369 +89	+32%	+$3.56K	0.01%	506
2021 Q1	$15K	Hold	280	–	–	0.01%	517
2020 Q4	$15K	Buy	280 +229	+449%	+$8.86K	0.01%	515
2020 Q3	$1K	Buy	+51	New	+$785	﹤0.01%	821
2019 Q3	–	Sell	-500	Closed	-$1K	–	937
2019 Q2	$1K	Buy	+500	New	+$2.01K	﹤0.01%	845

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 $3.38T 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

Norges Bank Oslo, Norway $1T AUM

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

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

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

Liberty Wealth Management's NIO Position: Q2 2023 in Review

Liberty Wealth Management sold out of NIO (NIO) in Q2 2023, closing a stake of 18,405 shares — an estimated $171K sold.

Liberty Wealth Management first reported a position in NIO in Q2 2019 and held it in 7 quarters. The position peaked at $171K in Q1 2023. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Liberty Wealth Management reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Liberty Wealth Management sold 18,405 NIO shares in Q2 2023, an estimated $171K.
Liberty Wealth Management first reported a position in NIO in Q2 2019 and held it in 7 quarters.
Liberty Wealth Management's NIO position peaked at $171K in Q1 2023.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Liberty Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.