Venturi Wealth Management’s NIO NIO Stock Holding History

Venturi Wealth Management’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	-43	Closed	-$417	–	1394
2023 Q2	$417	Buy	+43	New	+$364	﹤0.01%	1091

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

Venturi Wealth Management's NIO Position: Q3 2023 in Review

Venturi Wealth Management sold out of NIO (NIO) in Q3 2023, closing a stake of 43 shares — an estimated $417 sold.

Venturi Wealth Management first reported a position in NIO in Q2 2023 and held it in 1 quarter. The position peaked at $417 in Q2 2023. 475 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Venturi Wealth Management reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Venturi Wealth Management sold 43 NIO shares in Q3 2023, an estimated $417.
Venturi Wealth Management first reported a position in NIO in Q2 2023 and held it in 1 quarter.
Venturi Wealth Management's NIO position peaked at $417 in Q2 2023.
475 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.