LWA
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Lowe Wealth Advisors’s NIO NIO Stock Holding History

Lowe 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
-100
Closed -$969 – 342
2023
Q2 		$969 Hold
100
– – ﹤0.01% 315
2023
Q1 		$1.05K Hold
100
– – ﹤0.01% 311
2022
Q4 		$975 Hold
100
– – ﹤0.01% 318
2022
Q3 		$2K Hold
100
– – ﹤0.01% 297
2022
Q2 		$2K Hold
100
– – ﹤0.01% 278
2022
Q1 		$2K Hold
100
– – ﹤0.01% 291
2021
Q4 		$3K Hold
100
– – ﹤0.01% 257
2021
Q3 		$4K Hold
100
– – ﹤0.01% 231
2021
Q2 		$5K Hold
100
– – ﹤0.01% 213
2021
Q1 		$4K Buy
100
+25
+33% +$1.27K ﹤0.01% 218
2020
Q4 		$4K Buy
+75
New +$2.9K ﹤0.01% 214

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return