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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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return