Householder Group Estate & Retirement Specialist’s NIO NIO Stock Holding History

Householder Group Estate & Retirement Specialist’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	-550	Closed	-$3K	–	958
2024 Q3	$3K	Hold	550	–	–	﹤0.01%	995
2024 Q2	$2K	Sell	550 -170	-24%	-$804	﹤0.01%	1076
2024 Q1	$3.24K	Hold	720	–	–	﹤0.01%	990
2023 Q4	$6K	Sell	720 -1,200	-63%	-$9.53K	﹤0.01%	868
2023 Q3	$17.4K	Buy	+1,920	New	+$21.4K	0.01%	673
2023 Q1	$22K	Buy	2,120 +1,950	+1,147%	+$19.9K	0.01%	619
2022 Q4	$1K	Buy	+170	New	+$1.96K	﹤0.01%	344

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NIO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of NIO (NIO) in Q4 2024, closing a stake of 550 shares — an estimated $3K sold.

Householder Group Estate & Retirement Specialist first reported a position in NIO in Q4 2022 and held it in 7 quarters. The position peaked at $22K in Q1 2023. 428 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 550 NIO shares in Q4 2024, an estimated $3K.
Householder Group Estate & Retirement Specialist first reported a position in NIO in Q4 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's NIO position peaked at $22K in Q1 2023.
428 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.