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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 $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

TFO Wealth Partners's NIO Position: Q1 2024 in Review

TFO Wealth Partners sold out of NIO (NIO) in Q1 2024, closing a stake of 20 shares — an estimated $181 sold.

TFO Wealth Partners first reported a position in NIO in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q3 2021. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • TFO Wealth Partners reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 20 NIO shares in Q1 2024, an estimated $181.
  • TFO Wealth Partners first reported a position in NIO in Q4 2020 and held it in 11 quarters.
  • TFO Wealth Partners's NIO position peaked at $1K in Q3 2021.
  • 483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.