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Concourse Financial Group Securities’s NIO NIO Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-1,145
Closed -$4.9K – 1357
2024
Q4 		$4.9K Sell
1,145
-100
-8% -$509 ﹤0.01% 1887
2024
Q3 		$8.32K Sell
1,245
-1,136
-48% -$5.22K ﹤0.01% 1744
2024
Q2 		$9.9K Buy
2,381
+200
+9% +$946 ﹤0.01% 1697
2024
Q1 		$9.81K Buy
2,181
+1,200
+122% +$7.24K ﹤0.01% 1713
2023
Q4 		$8.9K Sell
981
-75
-7% -$595 ﹤0.01% 1714
2023
Q3 		$9.55K Buy
1,056
+311
+42% +$3.46K ﹤0.01% 1658
2023
Q2 		$7.22K Sell
745
-1,236
-62% -$10.5K ﹤0.01% 1749
2023
Q1 		$20.8K Sell
1,981
-195
-9% -$1.99K ﹤0.01% 1446
2022
Q4 		$21.2K Sell
2,176
-61
-3% -$703 ﹤0.01% 1442
2022
Q3 		$35K Buy
2,237
+1,000
+81% +$19.8K ﹤0.01% 1096
2022
Q2 		$27K Sell
1,237
-395
-24% -$7.25K ﹤0.01% 1343
2022
Q1 		$34K Sell
1,632
-328
-17% -$7.72K ﹤0.01% 1285
2021
Q4 		$62K Sell
1,960
-1,675
-46% -$61.6K ﹤0.01% 1199
2021
Q3 		$130K Buy
3,635
+1,139
+46% +$46.8K 0.01% 877
2021
Q2 		$133K Buy
2,496
+265
+12% +$10.6K 0.01% 863
2021
Q1 		$87K Buy
2,231
+155
+7% +$7.9K 0.01% 1000
2020
Q4 		$101K Buy
2,076
+376
+22% +$14.5K 0.01% 884
2020
Q3 		$36K Buy
+1,700
New +$26.2K ﹤0.01% 1177
2020
Q1 		– Sell
-1,000
Closed -$3.72K – 2262
2019
Q4 		$4K Hold
1,000
– – ﹤0.01% 1696
2019
Q3 		$2K Hold
1,000
– – ﹤0.01% 1555
2019
Q2 		$3K Hold
1,000
– – ﹤0.01% 1898
2019
Q1 		$5K Buy
+1,000
New +$7.09K ﹤0.01% 1745

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Concourse Financial Group Securities's NIO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of NIO (NIO) in Q1 2025, closing a stake of 1,145 shares — an estimated $4.9K sold.

Concourse Financial Group Securities first reported a position in NIO in Q1 2019 and held it in 22 quarters. The position peaked at $133K in Q2 2021. 412 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,145 NIO shares in Q1 2025, an estimated $4.9K.
  • Concourse Financial Group Securities first reported a position in NIO in Q1 2019 and held it in 22 quarters.
  • Concourse Financial Group Securities's NIO position peaked at $133K in Q2 2021.
  • 412 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.