Founders Financial Securities’s NIO NIO Stock Holding History

Founders Financial 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
2024 Q2	–	Sell	-18,000	Closed	-$81K	–	434
2024 Q1	$81K	Sell	18,000 -2,500	-12%	-$15.1K	0.01%	375
2023 Q4	$186K	Buy	20,500 +1,500	+8%	+$11.9K	0.02%	351
2023 Q3	$172K	Hold	19,000	–	–	0.02%	312
2023 Q2	$184K	Sell	19,000 -1,500	-7%	-$12.7K	0.02%	305
2023 Q1	$215K	Buy	20,500 +1,000	+5%	+$10.2K	0.03%	293
2022 Q4	$190K	Buy	19,500 +3,750	+24%	+$43.2K	0.03%	308
2022 Q3	$248K	Hold	15,750	–	–	0.04%	258
2022 Q2	$342K	Buy	+15,750	New	+$289K	0.07%	187
2022 Q1	–	Sell	-16,820	Closed	-$533K	–	272
2021 Q4	$533K	Buy	16,820 +475	+3%	+$17.5K	0.1%	161
2021 Q3	$582K	Buy	16,345 +555	+4%	+$22.8K	0.12%	150
2021 Q2	$840K	Buy	+15,790	New	+$632K	0.17%	126
2020 Q3	–	Sell	-15,400	Closed	-$183K	–	193
2020 Q2	$183K	Buy	+15,400	New	+$67.7K	0.06%	161

Other funds holding NIO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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