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Baldwin Wealth Partners’s NIO NIO Stock Holding History

Baldwin Wealth Partners’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
-12
Closed -$50 – 1144
2024
Q2 		$50 Buy
+12
New +$57 ﹤0.01% 778
2021
Q4 		– Sell
-750
Closed -$27K – 647
2021
Q3 		$27K Hold
750
– – ﹤0.01% 421
2021
Q2 		$40K Hold
750
– – ﹤0.01% 384
2021
Q1 		$29K Buy
+750
New +$38.2K ﹤0.01% 415

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

Baldwin Wealth Partners's NIO Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of NIO (NIO) in Q3 2024, closing a stake of 12 shares — an estimated $50 sold.

Baldwin Wealth Partners first reported a position in NIO in Q1 2021 and held it in 4 quarters. The position peaked at $40K in Q2 2021. 441 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 12 NIO shares in Q3 2024, an estimated $50.
  • Baldwin Wealth Partners first reported a position in NIO in Q1 2021 and held it in 4 quarters.
  • Baldwin Wealth Partners's NIO position peaked at $40K in Q2 2021.
  • 441 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.