WHG
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Westwood Holdings Group’s NIO NIO Stock Holding History

Westwood Holdings Group’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
Q2 		– Sell
-16,649
Closed -$75K – 472
2024
Q1 		$75K Buy
16,649
+2,038
+14% +$12.3K ﹤0.01% 458
2023
Q4 		$133K Buy
+14,611
New +$116K ﹤0.01% 453
2023
Q3 		– Sell
-110,454
Closed -$1.07M – 482
2023
Q2 		$1.07M Buy
110,454
+27,906
+34% +$236K 0.01% 340
2023
Q1 		$868K Buy
82,548
+78,969
+2,206% +$807K 0.01% 370
2022
Q4 		$35K Buy
+3,579
New +$41.2K ﹤0.01% 531

Other funds holding NIO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return