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AE Wealth Management’s NIO NIO Stock Holding History

AE Wealth 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
2024
Q3 		– Sell
-17,921
Closed -$74.6K – 1298
2024
Q2 		$74.6K Buy
+17,921
New +$84.8K ﹤0.01% 1211
2024
Q1 		– Sell
-47,857
Closed -$294K – 1701
2023
Q4 		$294K Sell
47,857
-21,455
-31% -$170K ﹤0.01% 1711
2023
Q3 		$627K Buy
69,312
+33,057
+91% +$368K ﹤0.01% 1277
2023
Q2 		$351K Sell
36,255
-5,107
-12% -$43.2K ﹤0.01% 1546
2023
Q1 		$435K Sell
41,362
-5,098
-11% -$52.1K ﹤0.01% 1412
2022
Q4 		$453K Sell
46,460
-8,483
-15% -$97.8K ﹤0.01% 1355
2022
Q3 		$866K Sell
54,943
-24,521
-31% -$485K 0.01% 1001
2022
Q2 		$1.73M Buy
79,464
+24,743
+45% +$454K 0.01% 713
2022
Q1 		$1.15M Sell
54,721
-12,605
-19% -$297K 0.01% 873
2021
Q4 		$2.13M Buy
67,326
+9,913
+17% +$364K 0.01% 681
2021
Q3 		$2.05M Sell
57,413
-3,640
-6% -$150K 0.02% 642
2021
Q2 		$3.25M Buy
61,053
+7,650
+14% +$306K 0.03% 483
2021
Q1 		$2.08M Sell
53,403
-11,807
-18% -$602K 0.02% 554
2020
Q4 		$3.18M Buy
65,210
+23,563
+57% +$912K 0.04% 365
2020
Q3 		$884K Buy
41,647
+15,223
+58% +$234K 0.01% 669
2020
Q2 		$204K Sell
26,424
-13,770
-34% -$60.5K ﹤0.01% 1152
2020
Q1 		$112K Buy
40,194
+26,294
+189% +$97.9K ﹤0.01% 1043
2019
Q4 		$56K Sell
13,900
-12,552
-47% -$25.2K ﹤0.01% 1096
2019
Q3 		$41K Buy
26,452
+11,152
+73% +$34.1K ﹤0.01% 972
2019
Q2 		$39K Buy
15,300
+2,344
+18% +$9.41K ﹤0.01% 948
2019
Q1 		$66K Buy
+12,956
New +$91.8K ﹤0.01% 621

Other funds holding NIO

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AE Wealth Management's NIO Position: Q3 2024 in Review

AE Wealth Management sold out of NIO (NIO) in Q3 2024, closing a stake of 17,921 shares — an estimated $74.6K sold.

AE Wealth Management first reported a position in NIO in Q1 2019 and held it in 21 quarters. The position peaked at $3.25M in Q2 2021. 442 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • AE Wealth Management reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
  • AE Wealth Management sold 17,921 NIO shares in Q3 2024, an estimated $74.6K.
  • AE Wealth Management first reported a position in NIO in Q1 2019 and held it in 21 quarters.
  • AE Wealth Management's NIO position peaked at $3.25M in Q2 2021.
  • 442 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.