Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-100
Closed -$1.05K 251
2023
Q1
$1.05K Hold
100
﹤0.01% 228
2022
Q4
$975 Hold
100
﹤0.01% 211
2022
Q3
$1.58K Hold
100
﹤0.01% 220
2022
Q2
$2.17K Hold
100
﹤0.01% 203
2022
Q1
$2.1K Hold
100
﹤0.01% 190
2021
Q4
$3.17K Buy
+100
New +$3.67K ﹤0.01% 169

Other funds holding NIO

WFA Asset Management's NIO Position: Q2 2023 in Review

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

WFA Asset Management first reported a position in NIO in Q4 2021 and held it in 6 quarters. The position peaked at $3.17K in Q4 2021. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

  • WFA Asset Management reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
  • WFA Asset Management sold 100 NIO shares in Q2 2023, an estimated $1.05K.
  • WFA Asset Management first reported a position in NIO in Q4 2021 and held it in 6 quarters.
  • WFA Asset Management's NIO position peaked at $3.17K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on WFA Asset Management's 13F filing for Q2 2023, filed 13 Oct 2023.