TCI Wealth Advisors’s NIO NIO Stock Holding History

TCI Wealth 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 Q2	–	Sell	-139	Closed	-$1.46K	–	1499
2023 Q1	$1.46K	Hold	139	–	–	﹤0.01%	2039
2022 Q4	$1.35K	Sell	139 -200	-59%	-$2.31K	﹤0.01%	2056
2022 Q3	$5K	Hold	339	–	–	﹤0.01%	1491
2022 Q2	$7K	Sell	339 -20	-6%	-$367	﹤0.01%	1261
2022 Q1	$7K	Buy	359 +220	+158%	+$5.18K	﹤0.01%	1335
2021 Q4	$4K	Hold	139	–	–	﹤0.01%	1858
2021 Q3	$5K	Hold	139	–	–	﹤0.01%	1622
2021 Q2	$7K	Hold	139	–	–	﹤0.01%	1222
2021 Q1	$5K	Buy	139 +21	+18%	+$1.07K	﹤0.01%	1279
2020 Q4	$6K	Buy	+118	New	+$4.57K	﹤0.01%	817

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

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

TCI Wealth Advisors's NIO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of NIO (NIO) in Q2 2023, closing a stake of 139 shares — an estimated $1.46K sold.

TCI Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q2 2022. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

TCI Wealth Advisors reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 139 NIO shares in Q2 2023, an estimated $1.46K.
TCI Wealth Advisors first reported a position in NIO in Q4 2020 and held it in 10 quarters.
TCI Wealth Advisors's NIO position peaked at $7K in Q2 2022.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.