Forum Financial Management’s NIO NIO Stock Holding History

Forum Financial Management’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	–	Sell	-21,423	Closed	-$89.1K	–	776
2024 Q2	$89.1K	Buy	+21,423	New	+$101K	﹤0.01%	702

Other funds holding NIO

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Forum Financial Management's NIO Position: Q3 2024 in Review

Forum Financial Management sold out of NIO (NIO) in Q3 2024, closing a stake of 21,423 shares — an estimated $89.1K sold.

Forum Financial Management first reported a position in NIO in Q2 2024 and held it in 1 quarter. The position peaked at $89.1K in Q2 2024. 439 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

Forum Financial Management reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
Forum Financial Management sold 21,423 NIO shares in Q3 2024, an estimated $89.1K.
Forum Financial Management first reported a position in NIO in Q2 2024 and held it in 1 quarter.
Forum Financial Management's NIO position peaked at $89.1K in Q2 2024.
439 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Forum Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.