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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Visionary Wealth Advisors's NIO Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of NIO (NIO) in Q1 2024, closing a stake of 15,928 shares — an estimated $144K sold.

Visionary Wealth Advisors first reported a position in NIO in Q2 2021 and held it in 10 quarters. The position peaked at $379K in Q2 2022. 484 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Visionary Wealth Advisors reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 15,928 NIO shares in Q1 2024, an estimated $144K.
  • Visionary Wealth Advisors first reported a position in NIO in Q2 2021 and held it in 10 quarters.
  • Visionary Wealth Advisors's NIO position peaked at $379K in Q2 2022.
  • 484 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.