Pacific Capital Wealth Advisors »

Nio Inc spon ads shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Nio Inc spon ads (NIO) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Nio Inc spon ads

Tip: Access up to 7 years of quarterly data

All positions including Nio Inc spon ads held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nio Inc spon ads by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $436 100 4.36
2024-09-30 $668 100 6.68
2024-06-30 $416 100 4.16
2024-03-31 $450 100 4.50
2023-12-31 $1.1k 120 9.07

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Nio Inc spon ads

UBS Group
Susquehanna International
Morgan Stanley
Wolverine Asset Management
Citadel Advisors
Jane Street
Millennium Management
Renaissance Technologies
Legal & General Group
Bank of America Corporation
Goldman Sachs Group
Squarepoint Ops
Walleye Trading Advisors
D. E. Shaw & Co
Jpmorgan Chase & Co

View all funds holding Nio Inc spon ads