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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Westwood Holdings Group's NIO Position: Q2 2024 in Review

Westwood Holdings Group sold out of NIO (NIO) in Q2 2024, closing a stake of 16,649 shares — an estimated $75K sold.

Westwood Holdings Group first reported a position in NIO in Q4 2022 and held it in 5 quarters. The position peaked at $1.07M in Q2 2023. 475 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

  • Westwood Holdings Group reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 16,649 NIO shares in Q2 2024, an estimated $75K.
  • Westwood Holdings Group first reported a position in NIO in Q4 2022 and held it in 5 quarters.
  • Westwood Holdings Group's NIO position peaked at $1.07M in Q2 2023.
  • 475 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Westwood Holdings Group's 13F filing for Q2 2024, filed 13 Aug 2024.