LM Advisors’s NIO NIO Stock Holding History

LM 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
2024 Q1	–	Sell	-10,237	Closed	-$61.7K	–	214
2023 Q4	$92.8K	Buy	+10,237	New	+$81.3K	0.02%	260

Other funds holding NIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

Jane Street New York $1.21T AUM 78.12% 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

LM Advisors's NIO Position: Q1 2024 in Review

LM Advisors sold out of NIO (NIO) in Q1 2024, closing a stake of 10,237 shares — an estimated $61.7K sold.

LM Advisors first reported a position in NIO in Q4 2023 and held it in 1 quarter. The position peaked at $92.8K in Q4 2023. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

LM Advisors reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 10,237 NIO shares in Q1 2024, an estimated $61.7K.
LM Advisors first reported a position in NIO in Q4 2023 and held it in 1 quarter.
LM Advisors's NIO position peaked at $92.8K in Q4 2023.
483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.