V Wealth Advisors’s NIO NIO Stock Holding History

V 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 Q3	–	Sell	-30,587	Closed	-$296K	–	273
2023 Q2	$296K	Buy	30,587 +185	+0.6%	+$1.57K	0.05%	287
2023 Q1	$320K	Sell	30,402 -530	-2%	-$5.42K	0.06%	276
2022 Q4	$302K	Buy	30,932 +18,630	+151%	+$215K	0.06%	278
2022 Q3	$194K	Sell	12,302 -405	-3%	-$8.01K	0.04%	353
2022 Q2	$276K	Buy	12,707 +820	+7%	+$15K	0.05%	327
2022 Q1	$250K	Buy	+11,887	New	+$280K	0.04%	380
2021 Q4	–	Sell	-6,582	Closed	-$235K	–	533
2021 Q3	$235K	Buy	6,582 +1,680	+34%	+$69K	0.04%	399
2021 Q2	$263K	Buy	+4,902	New	+$196K	0.04%	397

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

V Wealth Advisors's NIO Position: Q3 2023 in Review

V Wealth Advisors sold out of NIO (NIO) in Q3 2023, closing a stake of 30,587 shares — an estimated $296K sold.

V Wealth Advisors first reported a position in NIO in Q2 2021 and held it in 8 quarters. The position peaked at $320K in Q1 2023. 475 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

V Wealth Advisors reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 30,587 NIO shares in Q3 2023, an estimated $296K.
V Wealth Advisors first reported a position in NIO in Q2 2021 and held it in 8 quarters.
V Wealth Advisors's NIO position peaked at $320K in Q1 2023.
475 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.