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Calton & Associates’s NIO NIO Stock Holding History

Calton & Associates’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
Q4 		– Sell
-10,549
Closed -$70.5K – 251
2024
Q3 		$70.5K Buy
10,549
+539
+5% +$2.48K 0.03% 237
2024
Q2 		$41.6K Sell
10,010
-100
-1% -$473 0.02% 185
2024
Q1 		$45.5K Hold
10,110
– – 0.02% 188
2023
Q4 		$91.7K Buy
+10,110
New +$80.2K 0.04% 239
2023
Q3 		– Sell
-16,100
Closed -$156K – 207
2023
Q2 		$156K Buy
16,100
+1,990
+14% +$16.8K 0.07% 200
2023
Q1 		$148K Buy
+14,110
New +$144K 0.07% 217

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Calton & Associates's NIO Position: Q4 2024 in Review

Calton & Associates sold out of NIO (NIO) in Q4 2024, closing a stake of 10,549 shares — an estimated $70.5K sold.

Calton & Associates first reported a position in NIO in Q1 2023 and held it in 6 quarters. The position peaked at $156K in Q2 2023. 431 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

  • Calton & Associates reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
  • Calton & Associates sold 10,549 NIO shares in Q4 2024, an estimated $70.5K.
  • Calton & Associates first reported a position in NIO in Q1 2023 and held it in 6 quarters.
  • Calton & Associates's NIO position peaked at $156K in Q2 2023.
  • 431 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Calton & Associates's 13F filing for Q4 2024, filed 23 Jan 2025.