Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
– Sell
-240
Closed -$998 – 288
2024
Q2
$998 Hold
240
– – ﹤0.01% 292
2024
Q1
$1.08K Hold
240
– – ﹤0.01% 330
2023
Q4
$2.18K Hold
240
– – ﹤0.01% 258
2023
Q3
$2.17K Hold
240
– – ﹤0.01% 263
2023
Q2
$2.33K Hold
240
– – ﹤0.01% 276
2023
Q1
$2.52K Hold
240
– – ﹤0.01% 268
2022
Q4
$2.34K Hold
240
– – ﹤0.01% 268
2022
Q3
$4K Hold
240
– – ﹤0.01% 282
2022
Q2
$5K Hold
240
– – ﹤0.01% 288
2022
Q1
$5K Hold
240
– – ﹤0.01% 322
2021
Q4
$8K Buy
+240
New +$8.82K ﹤0.01% 296

Other funds holding NIO

Cedar Wealth Management's NIO Position: Q3 2024 in Review

Cedar Wealth Management sold out of NIO (NIO) in Q3 2024, closing a stake of 240 shares — an estimated $998 sold.

Cedar Wealth Management first reported a position in NIO in Q4 2021 and held it in 11 quarters. The position peaked at $8K in Q4 2021. 442 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Cedar Wealth Management reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 240 NIO shares in Q3 2024, an estimated $998.
  • Cedar Wealth Management first reported a position in NIO in Q4 2021 and held it in 11 quarters.
  • Cedar Wealth Management's NIO position peaked at $8K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.