Provence Wealth Management Group’s NIO NIO Stock Holding History

Provence 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 Q4	$907	Hold	100	–	–	﹤0.01%	420
2023 Q3	$904	Buy	+100	New	+$1.11K	﹤0.01%	429

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Provence Wealth Management Group's NIO Position: Q4 2023 in Review

Provence Wealth Management Group held its NIO (NIO) position steady in Q4 2023 at 100 shares worth $907. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Provence Wealth Management Group first reported a position in NIO in Q3 2023 and has held it in 2 quarters since. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Provence Wealth Management Group held 100 shares of NIO worth $907 as of Q4 2023.
Provence Wealth Management Group left its NIO share count unchanged in Q4 2023.
NIO made up ﹤0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #420 holding.
Provence Wealth Management Group first reported a position in NIO in Q3 2023 and has held it in 2 quarters since.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.