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RWQ Financial Management Services’s NIO NIO Stock Holding History

RWQ Financial Management Services’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 		– Sell
-13,500
Closed -$122K – 26
2023
Q4 		$122K Buy
+13,500
New +$107K 0.1% 21
2021
Q2 		– Sell
-275
Closed -$11K – 32
2021
Q1 		$11K Buy
+275
New +$14K 0.01% 38

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RWQ Financial Management Services's NIO Position: Q1 2024 in Review

RWQ Financial Management Services sold out of NIO (NIO) in Q1 2024, closing a stake of 13,500 shares — an estimated $122K sold.

RWQ Financial Management Services first reported a position in NIO in Q1 2021 and held it in 2 quarters. The position peaked at $122K in Q4 2023. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • RWQ Financial Management Services reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • RWQ Financial Management Services sold 13,500 NIO shares in Q1 2024, an estimated $122K.
  • RWQ Financial Management Services first reported a position in NIO in Q1 2021 and held it in 2 quarters.
  • RWQ Financial Management Services's NIO position peaked at $122K in Q4 2023.
  • 483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on RWQ Financial Management Services's 13F filing for Q1 2024, filed 14 May 2024.