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 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 $3.37T AUM 44.26% 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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lowe Wealth Advisors's NIO Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of NIO (NIO) in Q3 2023, closing a stake of 100 shares — an estimated $969 sold.

Lowe Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 11 quarters. The position peaked at $5K in Q2 2021. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Lowe Wealth Advisors reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 100 NIO shares in Q3 2023, an estimated $969.
Lowe Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 11 quarters.
Lowe Wealth Advisors's NIO position peaked at $5K in Q2 2021.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.