Westside Investment Management’s NIO NIO Stock Holding History

Westside Investment 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 Q2	–	Sell	-100	Closed	-$1.05K	–	851
2023 Q1	$1.05K	Hold	100	–	–	﹤0.01%	791
2022 Q4	$0	Hold	100	–	–	﹤0.01%	831
2022 Q3	$1	Hold	100	–	–	﹤0.01%	785
2022 Q2	$2	Hold	100	–	–	﹤0.01%	759
2022 Q1	$2	Buy	100 +50	+100%	+$1.18K	﹤0.01%	745
2021 Q4	$1	Buy	+50	New	+$1.84K	﹤0.01%	759
2020 Q4	–	Sell	-100	Closed	-$2.12K	–	666
2020 Q3	$2.12K	Buy	+100	New	+$1.54K	﹤0.01%	175

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Norges Bank Oslo, Norway $1T AUM

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Westside Investment Management's NIO Position: Q2 2023 in Review

Westside Investment Management sold out of NIO (NIO) in Q2 2023, closing a stake of 100 shares — an estimated $1.05K sold.

Westside Investment Management first reported a position in NIO in Q3 2020 and held it in 7 quarters. The position peaked at $2.12K in Q3 2020. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Westside Investment Management reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Westside Investment Management sold 100 NIO shares in Q2 2023, an estimated $1.05K.
Westside Investment Management first reported a position in NIO in Q3 2020 and held it in 7 quarters.
Westside Investment Management's NIO position peaked at $2.12K in Q3 2020.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Westside Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.