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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Valley National Advisers's NIO Position: Q4 2023 in Review

Valley National Advisers sold out of NIO (NIO) in Q4 2023, closing a stake of 100 shares — an estimated $1K sold.

Valley National Advisers first reported a position in NIO in Q1 2019 and held it in 17 quarters. The position peaked at $43K in Q2 2021. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

Valley National Advisers reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 100 NIO shares in Q4 2023, an estimated $1K.
Valley National Advisers first reported a position in NIO in Q1 2019 and held it in 17 quarters.
Valley National Advisers's NIO position peaked at $43K in Q2 2021.
501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.