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TFO Wealth Partners’s NIO NIO Stock Holding History

TFO Wealth Partners’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
-20
Closed -$181 – 883
2023
Q4 		$181 Hold
20
– – ﹤0.01% 670
2023
Q3 		$194 Hold
20
– – ﹤0.01% 815
2023
Q2 		$194 Hold
20
– – ﹤0.01% 509
2023
Q1 		$210 Buy
20
+19
+1,900% +$194 ﹤0.01% 462
2022
Q4 		$23 Sell
1
-19
-95% -$219 ﹤0.01% 905
2022
Q3 		$0 Hold
20
– – ﹤0.01% 370
2022
Q2 		$0 Hold
20
– – ﹤0.01% 503
2022
Q1 		$0 Buy
+20
New +$471 ﹤0.01% 150
2021
Q4 		– Sell
-20
Closed -$1K – 176
2021
Q3 		$1K Buy
+20
New +$822 ﹤0.01% 137
2021
Q2 		– Sell
-20
Closed -$1K – 152
2021
Q1 		$1K Hold
20
– – ﹤0.01% 157
2020
Q4 		$1K Buy
+20
New +$774 ﹤0.01% 79

Other funds holding NIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Jane Street
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