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	–	1342
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 New York $276B AUM 44.8% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arkadios Wealth Advisors's NIO Position: Q3 2024 in Review

Arkadios Wealth Advisors sold out of NIO (NIO) in Q3 2024, closing a stake of 38,567 shares — an estimated $160K sold.

Arkadios Wealth Advisors first reported a position in NIO in Q4 2019 and held it in 7 quarters. The position peaked at $312K in Q4 2020. 442 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

Arkadios Wealth Advisors reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
Arkadios Wealth Advisors sold 38,567 NIO shares in Q3 2024, an estimated $160K.
Arkadios Wealth Advisors first reported a position in NIO in Q4 2019 and held it in 7 quarters.
Arkadios Wealth Advisors's NIO position peaked at $312K in Q4 2020.
442 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.