GI
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Gradient Investments’s NIO NIO Stock Holding History

Gradient Investments’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
-50
Closed -$208 – 942
2024
Q2 		$208 Hold
50
– – ﹤0.01% 1263
2024
Q1 		$225 Sell
50
-500
-91% -$3.02K ﹤0.01% 1094
2023
Q4 		$4.99K Buy
550
+50
+10% +$397 ﹤0.01% 995
2023
Q3 		$4.52K Sell
500
-201
-29% -$2.24K ﹤0.01% 973
2023
Q2 		$6.79K Buy
701
+85
+14% +$719 ﹤0.01% 888
2023
Q1 		$6.47K Hold
616
– – ﹤0.01% 897
2022
Q4 		$6.01K Sell
616
-38
-6% -$438 ﹤0.01% 895
2022
Q3 		$10K Hold
654
– – ﹤0.01% 806
2022
Q2 		$14K Buy
654
+116
+22% +$2.13K ﹤0.01% 714
2022
Q1 		$11K Sell
538
-140
-21% -$3.3K ﹤0.01% 753
2021
Q4 		$21K Sell
678
-8,273
-92% -$304K ﹤0.01% 648
2021
Q3 		$319K Sell
8,951
-300
-3% -$12.3K 0.01% 244
2021
Q2 		$492K Buy
9,251
+300
+3% +$12K 0.01% 219
2021
Q1 		$349K Buy
8,951
+465
+5% +$23.7K 0.01% 247
2020
Q4 		$180K Hold
8,486
– – 0.01% 260
2020
Q3 		$180K Buy
8,486
+500
+6% +$7.7K 0.01% 260
2020
Q2 		$62K Sell
7,986
-264
-3% -$1.16K ﹤0.01% 358
2020
Q1 		$23K Buy
8,250
+150
+2% +$559 ﹤0.01% 488
2019
Q4 		$33K Buy
8,100
+500
+7% +$1K ﹤0.01% 479
2019
Q3 		$12K Buy
7,600
+7,500
+7,500% +$22.9K ﹤0.01% 629
2019
Q2 		$0 Buy
+100
New +$401 ﹤0.01% 1057
2019
Q1 		– Sell
-100
Closed -$1K – 954
2018
Q4 		$1K Hold
100
– – ﹤0.01% 880
2018
Q3 		$1K Buy
+100
New +$824 ﹤0.01% 923

Other funds holding NIO

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Gradient Investments's NIO Position: Q3 2024 in Review

Gradient Investments sold out of NIO (NIO) in Q3 2024, closing a stake of 50 shares — an estimated $208 sold.

Gradient Investments first reported a position in NIO in Q3 2018 and held it in 23 quarters. The position peaked at $492K in Q2 2021. 441 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Gradient Investments reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 50 NIO shares in Q3 2024, an estimated $208.
  • Gradient Investments first reported a position in NIO in Q3 2018 and held it in 23 quarters.
  • Gradient Investments's NIO position peaked at $492K in Q2 2021.
  • 441 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.