Visionary Wealth Advisors’s NIO NIO Stock Holding History

Visionary 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
2024 Q1	–	Sell	-15,928	Closed	-$144K	–	492
2023 Q4	$144K	Sell	15,928 -676	-4%	-$5.37K	0.01%	465
2023 Q3	$150K	Sell	16,604 -464	-3%	-$5.17K	0.01%	433
2023 Q2	$165K	Sell	17,068 -457	-3%	-$3.87K	0.01%	438
2023 Q1	$184K	Buy	17,525 +294	+2%	+$3.01K	0.02%	428
2022 Q4	$168K	Sell	17,231 -291	-2%	-$3.35K	0.02%	398
2022 Q3	$276K	Buy	17,522 +72	+0.4%	+$1.43K	0.03%	314
2022 Q2	$379K	Buy	+17,450	New	+$320K	0.03%	281
2022 Q1	–	Sell	-7,862	Closed	-$249K	–	448
2021 Q4	$249K	Buy	7,862 +670	+9%	+$24.6K	0.02%	330
2021 Q3	$256K	Buy	7,192 +2,108	+41%	+$86.6K	0.03%	264
2021 Q2	$270K	Buy	+5,084	New	+$204K	0.03%	282

Other funds holding NIO

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Jane Street New York $93.1B AUM 61.18% 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