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GHP Investment Advisors’s NIO NIO Stock Holding History

GHP Investment Advisors’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
Q4 		– Sell
-100
Closed -$668 – 1022
2024
Q3 		$668 Hold
100
– – ﹤0.01% 927
2024
Q2 		$416 Hold
100
– – ﹤0.01% 932
2024
Q1 		$450 Hold
100
– – ﹤0.01% 806
2023
Q4 		$907 Hold
100
– – ﹤0.01% 798
2023
Q3 		$847 Hold
100
– – ﹤0.01% 892
2023
Q2 		$1.29K Hold
100
– – ﹤0.01% 859
2023
Q1 		$1.05K Hold
100
– – ﹤0.01% 858
2022
Q4 		$975 Sell
100
-23
-19% -$265 ﹤0.01% 868
2022
Q3 		$2K Buy
123
+23
+23% +$455 ﹤0.01% 836
2022
Q2 		$2K Hold
100
– – ﹤0.01% 853
2022
Q1 		$2K Buy
+100
New +$2.35K ﹤0.01% 886

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GHP Investment Advisors's NIO Position: Q4 2024 in Review

GHP Investment Advisors sold out of NIO (NIO) in Q4 2024, closing a stake of 100 shares — an estimated $668 sold.

GHP Investment Advisors first reported a position in NIO in Q1 2022 and held it in 11 quarters. The position peaked at $2K in Q3 2022. 429 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

  • GHP Investment Advisors reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 100 NIO shares in Q4 2024, an estimated $668.
  • GHP Investment Advisors first reported a position in NIO in Q1 2022 and held it in 11 quarters.
  • GHP Investment Advisors's NIO position peaked at $2K in Q3 2022.
  • 429 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.