Winch Advisory Services’s NIO NIO Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-31	Closed	–	–	442
2023 Q2	$0	Hold	31	–	–	﹤0.01%	432
2023 Q1	$0	Hold	31	–	–	﹤0.01%	428
2022 Q4	$0	Hold	31	–	–	﹤0.01%	419
2022 Q3	$0	Hold	31	–	–	﹤0.01%	424
2022 Q2	$1K	Hold	31	–	–	﹤0.01%	397
2022 Q1	$1K	Hold	31	–	–	﹤0.01%	424
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	441
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	453
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	425
2021 Q1	$1K	Buy	+31	New	+$1.58K	﹤0.01%	428

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Winch Advisory Services's NIO Position: Q3 2023 in Review

Winch Advisory Services sold out of NIO (NIO) in Q3 2023, closing a stake of 31 shares.

Winch Advisory Services first reported a position in NIO in Q1 2021 and held it in 10 quarters. The position peaked at $2K in Q2 2021. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Winch Advisory Services reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Winch Advisory Services sold 31 NIO shares in Q3 2023.
Winch Advisory Services first reported a position in NIO in Q1 2021 and held it in 10 quarters.
Winch Advisory Services's NIO position peaked at $2K in Q2 2021.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Winch Advisory Services's 13F filing for Q3 2023, filed 6 Nov 2023.