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Burkett Financial Services’s NIO NIO Stock Holding History

Burkett Financial Services’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
-2,000
Closed -$8.32K – 218
2024
Q2 		$8.32K Hold
2,000
– – ﹤0.01% 143
2024
Q1 		$9K Hold
2,000
– – ﹤0.01% 145
2023
Q4 		$18.1K Buy
+2,000
New +$15.9K 0.01% 118

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

Burkett Financial Services's NIO Position: Q3 2024 in Review

Burkett Financial Services sold out of NIO (NIO) in Q3 2024, closing a stake of 2,000 shares — an estimated $8.32K sold.

Burkett Financial Services first reported a position in NIO in Q4 2023 and held it in 3 quarters. The position peaked at $18.1K in Q4 2023. 442 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Burkett Financial Services reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
  • Burkett Financial Services sold 2,000 NIO shares in Q3 2024, an estimated $8.32K.
  • Burkett Financial Services first reported a position in NIO in Q4 2023 and held it in 3 quarters.
  • Burkett Financial Services's NIO position peaked at $18.1K in Q4 2023.
  • 442 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Burkett Financial Services's 13F filing for Q3 2024, filed 8 Oct 2024.