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Perennial Investment Advisors’s NIO NIO Stock Holding History

Perennial Investment 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
Q4 		– Sell
-2,411
Closed -$21.8K – 367
2023
Q3 		$21.8K Buy
2,411
+341
+16% +$3.8K ﹤0.01% 352
2023
Q2 		$20.1K Sell
2,070
-300
-13% -$2.54K ﹤0.01% 353
2023
Q1 		$24.9K Buy
+2,370
New +$24.2K ﹤0.01% 356

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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Perennial Investment Advisors's NIO Position: Q4 2023 in Review

Perennial Investment Advisors sold out of NIO (NIO) in Q4 2023, closing a stake of 2,411 shares — an estimated $21.8K sold.

Perennial Investment Advisors first reported a position in NIO in Q1 2023 and held it in 3 quarters. The position peaked at $24.9K in Q1 2023. 499 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

  • Perennial Investment Advisors reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,411 NIO shares in Q4 2023, an estimated $21.8K.
  • Perennial Investment Advisors first reported a position in NIO in Q1 2023 and held it in 3 quarters.
  • Perennial Investment Advisors's NIO position peaked at $24.9K in Q1 2023.
  • 499 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Perennial Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.