Beaird Harris Wealth Management’s NIO NIO Stock Holding History

Beaird Harris Wealth Management’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	-395	Closed	-$1.64K	–	649
2024 Q2	$1.64K	Hold	395	–	–	﹤0.01%	557
2024 Q1	$1.78K	Hold	395	–	–	﹤0.01%	484
2023 Q4	$3.58K	Hold	395	–	–	﹤0.01%	413
2023 Q3	$3.57K	Hold	395	–	–	﹤0.01%	329
2023 Q2	$3.83K	Hold	395	–	–	﹤0.01%	339
2023 Q1	$4.15K	Sell	395 -200	-34%	-$2.04K	﹤0.01%	332
2022 Q4	$5.8K	Hold	595	–	–	﹤0.01%	393
2022 Q3	$9K	Buy	595 +395	+198%	+$7.82K	﹤0.01%	291
2022 Q2	$4K	Sell	200 -395	-66%	-$7.25K	﹤0.01%	321
2022 Q1	$13K	Sell	595 -200	-25%	-$4.71K	﹤0.01%	295
2021 Q4	$25K	Buy	+795	New	+$29.2K	0.01%	304

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

Beaird Harris Wealth Management's NIO Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of NIO (NIO) in Q3 2024, closing a stake of 395 shares — an estimated $1.64K sold.

Beaird Harris Wealth Management first reported a position in NIO in Q4 2021 and held it in 11 quarters. The position peaked at $25K in Q4 2021. 442 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

Beaird Harris Wealth Management reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 395 NIO shares in Q3 2024, an estimated $1.64K.
Beaird Harris Wealth Management first reported a position in NIO in Q4 2021 and held it in 11 quarters.
Beaird Harris Wealth Management's NIO position peaked at $25K in Q4 2021.
442 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.