Arete Wealth Advisors’s NIO NIO Stock Holding History

Arete Wealth 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
2024 Q1	–	Sell	-22,416	Closed	-$203K	–	607
2023 Q4	$203K	Buy	22,416 +5,735	+34%	+$45.5K	0.02%	677
2023 Q3	$151K	Buy	+16,681	New	+$186K	0.03%	453
2020 Q4	–	Sell	-18,809	Closed	-$399K	–	433
2020 Q3	$399K	Sell	18,809 -11,691	-38%	-$180K	0.06%	252
2020 Q2	$235K	Hold	30,500	–	–	0.04%	329
2020 Q1	$85K	Buy	30,500 +5,500	+22%	+$20.5K	0.02%	328
2019 Q4	$101K	Buy	25,000 +12,000	+92%	+$24.1K	0.02%	383
2019 Q3	$20K	Hold	13,000	–	–	﹤0.01%	404
2019 Q2	$33K	Hold	13,000	–	–	0.01%	387
2019 Q1	$66K	Buy	13,000 +500	+4%	+$3.54K	0.01%	382
2018 Q4	$80K	Buy	+12,500	New	+$87K	0.02%	359

Other funds holding NIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arete Wealth Advisors's NIO Position: Q1 2024 in Review

Arete Wealth Advisors sold out of NIO (NIO) in Q1 2024, closing a stake of 22,416 shares — an estimated $203K sold.

Arete Wealth Advisors first reported a position in NIO in Q4 2018 and held it in 10 quarters. The position peaked at $399K in Q3 2020. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

Arete Wealth Advisors reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 22,416 NIO shares in Q1 2024, an estimated $203K.
Arete Wealth Advisors first reported a position in NIO in Q4 2018 and held it in 10 quarters.
Arete Wealth Advisors's NIO position peaked at $399K in Q3 2020.
483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.