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First Trust Investment Solutions’s NIO NIO Stock Holding History

First Trust Investment Solutions’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
Q3 		$201K Buy
30,144
+144
+0.5% +$662 0.02% 273
2024
Q2 		$125K Hold
30,000
– – 0.02% 252
2024
Q1 		$135K Hold
30,000
– – 0.02% 244
2023
Q4 		$272K Buy
+30,000
New +$238K 0.06% 192

Other funds holding NIO

Millennium Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Trust Investment Solutions's NIO Position: Q3 2024 in Review

First Trust Investment Solutions increased its NIO (NIO) stake by 0.48% in Q3 2024, buying an estimated $662 and bringing the position to 30,144 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #273.

First Trust Investment Solutions first reported a position in NIO in Q4 2023 and has held it in 4 quarters since. The position peaked at $272K in Q4 2023. 439 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • First Trust Investment Solutions held 30,144 shares of NIO worth $201K as of Q3 2024.
  • First Trust Investment Solutions bought 144 NIO shares in Q3 2024, an estimated $662.
  • NIO made up 0.02% of First Trust Investment Solutions's portfolio in Q3 2024, its #273 holding.
  • First Trust Investment Solutions first reported a position in NIO in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's NIO position peaked at $272K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.