Compass Advisory Group’s NIO NIO Stock Holding History

Compass Advisory Group’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 Q2	–	Sell	-15,000	Closed	-$67.5K	–	74
2024 Q1	$67.5K	Buy	+15,000	New	+$90.5K	0.03%	77
2023 Q4	–	Sell	-13,100	Closed	-$118K	–	72
2023 Q3	$118K	Buy	+13,100	New	+$146K	0.06%	68

Other funds holding NIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

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

Compass Advisory Group's NIO Position: Q2 2024 in Review

Compass Advisory Group sold out of NIO (NIO) in Q2 2024, closing a stake of 15,000 shares — an estimated $67.5K sold.

Compass Advisory Group first reported a position in NIO in Q3 2023 and held it in 2 quarters. The position peaked at $118K in Q3 2023. 475 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

Compass Advisory Group reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
Compass Advisory Group sold 15,000 NIO shares in Q2 2024, an estimated $67.5K.
Compass Advisory Group first reported a position in NIO in Q3 2023 and held it in 2 quarters.
Compass Advisory Group's NIO position peaked at $118K in Q3 2023.
475 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Compass Advisory Group's 13F filing for Q2 2024, filed 31 Jul 2024.