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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Founders Financial Securities's NIO Position: Q2 2024 in Review

Founders Financial Securities sold out of NIO (NIO) in Q2 2024, closing a stake of 18,000 shares — an estimated $81K sold.

Founders Financial Securities first reported a position in NIO in Q2 2020 and held it in 12 quarters. The position peaked at $840K in Q2 2021. 474 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

Founders Financial Securities reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
Founders Financial Securities sold 18,000 NIO shares in Q2 2024, an estimated $81K.
Founders Financial Securities first reported a position in NIO in Q2 2020 and held it in 12 quarters.
Founders Financial Securities's NIO position peaked at $840K in Q2 2021.
474 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Founders Financial Securities's 13F filing for Q2 2024, filed 2 Aug 2024.