World Equity Group’s NIO NIO Stock Holding History

World Equity 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
2023 Q2	–	Sell	-33,839	Closed	-$356K	–	467
2023 Q1	$356K	Buy	+33,839	New	+$346K	0.05%	335

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

World Equity Group's NIO Position: Q2 2023 in Review

World Equity Group sold out of NIO (NIO) in Q2 2023, closing a stake of 33,839 shares — an estimated $356K sold.

World Equity Group first reported a position in NIO in Q1 2023 and held it in 1 quarter. The position peaked at $356K in Q1 2023. 482 funds tracked by Wall St. Rank hold NIO as of Q2 2023.

World Equity Group reported no remaining NIO position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 33,839 NIO shares in Q2 2023, an estimated $356K.
World Equity Group first reported a position in NIO in Q1 2023 and held it in 1 quarter.
World Equity Group's NIO position peaked at $356K in Q1 2023.
482 funds tracked by Wall St. Rank held NIO as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.