HAG
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HighPoint Advisor Group’s NIO NIO Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-10,248
Closed -$50K – 659
2023
Q4 		$50K Buy
+10,248
New +$81.3K ﹤0.01% 625
2022
Q2 		$559K Buy
+26,860
New +$493K 0.06% 265
2021
Q3 		$1.1M Buy
30,942
+3,878
+14% +$159K 0.11% 150
2021
Q2 		$1.44M Sell
27,064
-20,848
-44% -$835K 0.15% 122
2021
Q1 		$1.83M Sell
47,912
-7,656
-14% -$390K 0.21% 95
2020
Q4 		$3.49M Buy
55,568
+10,566
+23% +$409K 0.43% 50
2020
Q3 		$1.91M Buy
+45,002
New +$693K 0.34% 64

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighPoint Advisor Group's NIO Position: Q1 2024 in Review

HighPoint Advisor Group sold out of NIO (NIO) in Q1 2024, closing a stake of 10,248 shares — an estimated $50K sold.

HighPoint Advisor Group first reported a position in NIO in Q3 2020 and held it in 7 quarters. The position peaked at $3.49M in Q4 2020. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • HighPoint Advisor Group reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 10,248 NIO shares in Q1 2024, an estimated $50K.
  • HighPoint Advisor Group first reported a position in NIO in Q3 2020 and held it in 7 quarters.
  • HighPoint Advisor Group's NIO position peaked at $3.49M in Q4 2020.
  • 483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on HighPoint Advisor Group's 13F filing for Q1 2024, filed 14 May 2024.