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Toth Financial Advisory’s NIO NIO Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-5
Closed -$49 – 823
2023
Q2 		$49 Hold
5
– – ﹤0.01% 767
2023
Q1 		$53 Hold
5
– – ﹤0.01% 803
2022
Q4 		$49 Sell
5
-1,420
-100% -$16.4K ﹤0.01% 708
2022
Q3 		$22K Hold
1,425
– – ﹤0.01% 363
2022
Q2 		$31K Hold
1,425
– – 0.01% 329
2022
Q1 		$30K Sell
1,425
-274
-16% -$6.45K ﹤0.01% 337
2021
Q4 		$54K Hold
1,699
– – 0.01% 293
2021
Q3 		$61K Hold
1,699
– – 0.01% 286
2021
Q2 		$90K Buy
1,699
+250
+17% +$10K 0.01% 231
2021
Q1 		$56K Hold
1,449
– – 0.01% 287
2020
Q4 		$71K Buy
1,449
+430
+42% +$16.6K 0.01% 237
2020
Q3 		$22K Buy
+1,019
New +$15.7K ﹤0.01% 305

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return