Valley National Advisers’s NIO NIO Stock Holding History

Valley National Advisers’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 Q4	–	Sell	-100	Closed	-$1K	–	1248
2023 Q3	$1K	Hold	100	–	–	﹤0.01%	974
2023 Q2	$1K	Hold	100	–	–	﹤0.01%	914
2023 Q1	$1K	Hold	100	–	–	﹤0.01%	832
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	799
2022 Q3	$1K	Sell	100 -200	-67%	-$3.96K	﹤0.01%	853
2022 Q2	$7K	Hold	300	–	–	﹤0.01%	623
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	680
2021 Q4	$10K	Sell	300 -500	-63%	-$18.4K	﹤0.01%	602
2021 Q3	$29K	Hold	800	–	–	0.01%	419
2021 Q2	$43K	Sell	800 -300	-27%	-$12K	0.01%	361
2021 Q1	$43K	Buy	1,100 +400	+57%	+$20.4K	0.01%	342
2020 Q4	$34K	Buy	+700	New	+$27.1K	0.01%	359
2020 Q2	–	Sell	-434	Closed	-$1K	–	828
2020 Q1	$1K	Hold	434	–	–	﹤0.01%	708
2019 Q4	$2K	Hold	434	–	–	﹤0.01%	685
2019 Q3	$1K	Hold	434	–	–	﹤0.01%	725
2019 Q2	$1K	Hold	434	–	–	﹤0.01%	693
2019 Q1	$2K	Buy	+434	New	+$3.08K	﹤0.01%	654

Other funds holding NIO

Baillie Gifford & Co

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return