Williams Jones Wealth Management’s NIO NIO Stock Holding History

Williams Jones Wealth 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	-12,501	Closed	-$131K	–	552
2023 Q1	$131K	Buy	12,501 +1	+0%	+$10	﹤0.01%	524
2022 Q4	$122K	Hold	12,500	–	–	﹤0.01%	519
2022 Q3	$197K	Hold	12,500	–	–	﹤0.01%	516
2022 Q2	$272K	Hold	12,500	–	–	﹤0.01%	475
2022 Q1	$263K	Buy	+12,500	New	+$294K	﹤0.01%	440

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

Williams Jones Wealth Management's NIO Position: Q2 2023 in Review

Williams Jones Wealth Management sold out of NIO (NIO) in Q2 2023, closing a stake of 12,501 shares — an estimated $131K sold.

Williams Jones Wealth Management first reported a position in NIO in Q1 2022 and held it in 5 quarters. The position peaked at $272K in Q2 2022. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

Williams Jones Wealth Management reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 12,501 NIO shares in Q2 2023, an estimated $131K.
Williams Jones Wealth Management first reported a position in NIO in Q1 2022 and held it in 5 quarters.
Williams Jones Wealth Management's NIO position peaked at $272K in Q2 2022.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on Williams Jones Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.