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Aptus Capital Advisors’s NIO NIO Stock Holding History

Aptus Capital Advisors’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
Q4 		– Sell
-16,701
Closed -$151K – 959
2023
Q3 		$151K Buy
16,701
+543
+3% +$6.04K ﹤0.01% 589
2023
Q2 		$157K Sell
16,158
-10,185
-39% -$86.2K ﹤0.01% 500
2023
Q1 		$277K Buy
+26,343
New +$269K 0.01% 408

Other funds holding NIO

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Aptus Capital Advisors's NIO Position: Q4 2023 in Review

Aptus Capital Advisors sold out of NIO (NIO) in Q4 2023, closing a stake of 16,701 shares — an estimated $151K sold.

Aptus Capital Advisors first reported a position in NIO in Q1 2023 and held it in 3 quarters. The position peaked at $277K in Q1 2023. 501 funds tracked by Wall St. Rank hold NIO as of Q4 2023.

  • Aptus Capital Advisors reported no remaining NIO position as of Q4 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 16,701 NIO shares in Q4 2023, an estimated $151K.
  • Aptus Capital Advisors first reported a position in NIO in Q1 2023 and held it in 3 quarters.
  • Aptus Capital Advisors's NIO position peaked at $277K in Q1 2023.
  • 501 funds tracked by Wall St. Rank held NIO as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.