Colonial Trust Advisors’s NIO NIO Stock Holding History

Colonial Trust 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	-10	Closed	-$67	–	750
2024 Q3	$67	Hold	10	–	–	﹤0.01%	740
2024 Q2	$42	Hold	10	–	–	﹤0.01%	750
2024 Q1	$45	Hold	10	–	–	﹤0.01%	1013
2023 Q4	$91	Hold	10	–	–	﹤0.01%	896
2023 Q3	$90	Hold	10	–	–	﹤0.01%	905
2023 Q2	$97	Sell	10 -409	-98%	-$3.46K	﹤0.01%	901
2023 Q1	$4.4K	Hold	419	–	–	﹤0.01%	634
2022 Q4	$4.08K	Buy	+419	New	+$4.83K	﹤0.01%	646

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

Colonial Trust Advisors's NIO Position: Q4 2024 in Review

Colonial Trust Advisors sold out of NIO (NIO) in Q4 2024, closing a stake of 10 shares — an estimated $67 sold.

Colonial Trust Advisors first reported a position in NIO in Q4 2022 and held it in 8 quarters. The position peaked at $4.4K in Q1 2023. 431 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Colonial Trust Advisors reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Colonial Trust Advisors sold 10 NIO shares in Q4 2024, an estimated $67.
Colonial Trust Advisors first reported a position in NIO in Q4 2022 and held it in 8 quarters.
Colonial Trust Advisors's NIO position peaked at $4.4K in Q1 2023.
431 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Colonial Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.