A detailed history of Wetherby Asset Management Inc transactions in Nio Inc. stock. As of the latest transaction made, Wetherby Asset Management Inc holds 45,321 shares of NIO stock, worth $295,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares
45,321
Previous 33,407 35.66%
Holding current value
$295,039
Previous $150,000 25.33%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$3.8 - $5.79 $45,273 - $68,982
11,914 Added 35.66%
45,321 $188,000
Q1 2024

May 15, 2024

BUY
$4.5 - $8.5 $16,524 - $31,212
3,672 Added 12.35%
33,407 $150,000
Q4 2023

Feb 14, 2024

BUY
$7.15 - $9.43 $12,548 - $16,549
1,755 Added 6.27%
29,735 $269,000
Q3 2023

Nov 14, 2023

BUY
$8.35 - $15.46 $32,598 - $60,355
3,904 Added 16.22%
27,980 $252,000
Q2 2023

Aug 14, 2023

BUY
$7.41 - $9.83 $12,871 - $17,074
1,737 Added 7.78%
24,076 $233,000
Q1 2023

May 12, 2023

BUY
$8.25 - $12.71 $42,083 - $64,833
5,101 Added 29.59%
22,339 $234,000
Q4 2022

Feb 14, 2023

SELL
$9.25 - $16.73 $57,294 - $103,625
-6,194 Reduced 26.43%
17,238 $168,000
Q3 2022

Nov 14, 2022

BUY
$15.58 - $22.6 $23,027 - $33,402
1,478 Added 6.73%
23,432 $370,000
Q2 2022

Aug 15, 2022

BUY
$12.71 - $24.08 $66,600 - $126,179
5,240 Added 31.35%
21,954 $477,000
Q1 2022

May 16, 2022

BUY
$14.1 - $33.47 $10,109 - $23,997
717 Added 4.48%
16,714 $352,000
Q4 2021

Feb 14, 2022

BUY
$28.16 - $43.2 $10,785 - $16,545
383 Added 2.45%
15,997 $507,000
Q3 2021

Nov 15, 2021

BUY
$34.9 - $50.9 $143,229 - $208,893
4,104 Added 35.66%
15,614 $557,000
Q2 2021

Aug 16, 2021

BUY
$31.22 - $53.2 $27,723 - $47,241
888 Added 8.36%
11,510 $612,000
Q1 2021

May 14, 2021

SELL
$35.21 - $62.84 $58,695 - $104,754
-1,667 Reduced 13.56%
10,622 $414,000
Q4 2020

Feb 11, 2021

BUY
$20.67 - $55.38 $59,901 - $160,491
2,898 Added 30.86%
12,289 $599,000
Q3 2020

Nov 13, 2020

BUY
$7.91 - $21.22 $74,282 - $199,277
9,391 New
9,391 $200,000

Others Institutions Holding NIO

About NIO Inc.


  • Ticker NIO
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Auto Manufacturers
  • Shares Outstandng 1,670,530,048
  • Market Cap $10.9B
  • Description
  • NIO Inc. designs, develops, manufactures, and sells smart electric vehicles in China. It offers five, six, and seven-seater electric SUVs, as well as smart electric sedans. The company is also involved in the provision of energy and service packages to its users; design and technology development activities; manufacture of e-powertrains, battery...
More about NIO
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.