AWA
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Arkadios Wealth Advisors’s NIO NIO Stock Holding History

Arkadios 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
Q3 		– Sell
-38,567
Closed -$160K – 962
2024
Q2 		$160K Buy
+38,567
New +$182K 0.01% 782
2023
Q4 		– Sell
-11,325
Closed -$102K – 752
2023
Q3 		$102K Buy
+11,325
New +$126K 0.01% 641
2021
Q4 		– Sell
-4,854
Closed -$172K – 1344
2021
Q3 		$172K Sell
4,854
-675
-12% -$27.7K 0.02% 548
2021
Q2 		$294K Sell
5,529
-201
-4% -$8.05K 0.04% 452
2021
Q1 		$223K Sell
5,730
-675
-11% -$34.4K 0.04% 386
2020
Q4 		$312K Buy
+6,405
New +$248K 0.07% 259
2020
Q1 		– Sell
-100
Closed -$403 – 1268
2019
Q4 		$403 Buy
+100
New +$201 ﹤0.01% 939

Other funds holding NIO

Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return