Prestige Wealth Management Group’s NIO NIO Stock Holding History

Prestige Wealth Management Group’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 Q1	–	Sell	-16	Closed	-$156	–	1128
2022 Q4	$156	Sell	16 -200	-93%	-$2.31K	﹤0.01%	1132
2022 Q3	$3K	Hold	216	–	–	﹤0.01%	677
2022 Q2	$5K	Hold	216	–	–	﹤0.01%	592
2022 Q1	$5K	Buy	216 +200	+1,250%	+$4.71K	﹤0.01%	618
2021 Q4	$1K	Buy	+16	New	+$588	﹤0.01%	924
2021 Q2	–	Sell	-200	Closed	-$8K	–	1009
2021 Q1	$8K	Buy	+200	New	+$10.2K	﹤0.01%	528

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Prestige Wealth Management Group's NIO Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of NIO (NIO) in Q1 2023, closing a stake of 16 shares — an estimated $156 sold.

Prestige Wealth Management Group first reported a position in NIO in Q1 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2021. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

Prestige Wealth Management Group reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 16 NIO shares in Q1 2023, an estimated $156.
Prestige Wealth Management Group first reported a position in NIO in Q1 2021 and held it in 6 quarters.
Prestige Wealth Management Group's NIO position peaked at $8K in Q1 2021.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.