Retirement Group’s NIO NIO Stock Holding History

Retirement 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
2024 Q1	$1.3K	Buy	288 +100	+53%	+$603	﹤0.01%	697
2023 Q4	$1.71K	Hold	188	–	–	﹤0.01%	651
2023 Q3	$1.7K	Hold	188	–	–	﹤0.01%	596
2023 Q2	$1.82K	Hold	188	–	–	﹤0.01%	625
2023 Q1	$2K	Hold	188	–	–	﹤0.01%	595
2022 Q4	$2K	Hold	188	–	–	﹤0.01%	534
2022 Q3	$3K	Sell	188 -50	-21%	-$989	﹤0.01%	374
2022 Q2	$5K	Sell	238 -150	-39%	-$2.75K	﹤0.01%	529
2022 Q1	$8K	Hold	388	–	–	﹤0.01%	497
2021 Q4	$12K	Buy	388 +25	+7%	+$919	0.01%	398
2021 Q3	$13K	Hold	363	–	–	0.01%	362
2021 Q2	$19K	Hold	363	–	–	0.01%	337
2021 Q1	$14K	Buy	363 +100	+38%	+$5.1K	0.01%	438
2020 Q4	$12K	Buy	263 +163	+163%	+$6.31K	0.01%	415
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	569
2020 Q2	$1K	Buy	+100	New	+$440	﹤0.01%	608

Other funds holding NIO

BlackRock New York $5.7T 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

Baillie Gifford & Co

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 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