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	-10,000	Closed	-$90.4K	–	368
2023 Q3	$90.4K	Sell	10,000 -10,000	-50%	-$111K	0.02%	338
2023 Q2	$194K	Sell	20,000 -5,000	-20%	-$42.3K	0.03%	320
2023 Q1	$263K	Buy	+25,000	New	+$256K	0.05%	260

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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. 500 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.
500 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.