Worth Asset Management’s NIO NIO Stock Holding History

Worth Asset 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 Q1	–	Sell	-150	Closed	-$1.46K	–	513
2022 Q4	$1.46K	Hold	150	–	–	﹤0.01%	419
2022 Q3	$2K	Sell	150 -200	-57%	-$3.96K	﹤0.01%	411
2022 Q2	$8K	Hold	350	–	–	0.01%	370
2022 Q1	$5K	Buy	+350	New	+$8.24K	﹤0.01%	405

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Worth Asset Management's NIO Position: Q1 2023 in Review

Worth Asset Management sold out of NIO (NIO) in Q1 2023, closing a stake of 150 shares — an estimated $1.46K sold.

Worth Asset Management first reported a position in NIO in Q1 2022 and held it in 4 quarters. The position peaked at $8K in Q2 2022. 493 funds tracked by Wall St. Rank hold NIO as of Q1 2023.

Worth Asset Management reported no remaining NIO position as of Q1 2023 after selling out during the quarter.
Worth Asset Management sold 150 NIO shares in Q1 2023, an estimated $1.46K.
Worth Asset Management first reported a position in NIO in Q1 2022 and held it in 4 quarters.
Worth Asset Management's NIO position peaked at $8K in Q2 2022.
493 funds tracked by Wall St. Rank held NIO as of Q1 2023.

Based on Worth Asset Management's 13F filing for Q1 2023, filed 12 Apr 2023.