Clear Point Advisors’s NIO NIO Stock Holding History

Clear Point Advisors’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	-7,326	Closed	-$48.9K	–	385
2024 Q3	$48.9K	Hold	7,326	–	–	0.04%	199
2024 Q2	$30.5K	Hold	7,326	–	–	0.03%	231
2024 Q1	$33K	Hold	7,326	–	–	0.03%	232
2023 Q4	$66.4K	Buy	+7,326	New	+$58.1K	0.06%	163

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Clear Point Advisors's NIO Position: Q4 2024 in Review

Clear Point Advisors sold out of NIO (NIO) in Q4 2024, closing a stake of 7,326 shares — an estimated $48.9K sold.

Clear Point Advisors first reported a position in NIO in Q4 2023 and held it in 4 quarters. The position peaked at $66.4K in Q4 2023. 431 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Clear Point Advisors reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 7,326 NIO shares in Q4 2024, an estimated $48.9K.
Clear Point Advisors first reported a position in NIO in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's NIO position peaked at $66.4K in Q4 2023.
431 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.