Maxi Investments CY’s NIO NIO Stock Holding History

Maxi Investments CY’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	-198,950	Closed	-$895K	–	135
2024 Q1	$895K	Hold	198,950	–	–	0.24%	61
2023 Q4	$1.8M	Hold	198,950	–	–	0.51%	35
2023 Q3	$1.8M	Hold	198,950	–	–	0.83%	15
2023 Q2	$1.93M	Sell	198,950 -20,000	-9%	-$169K	1.38%	24
2023 Q1	$2.3M	Buy	218,950 +20,000	+10%	+$204K	1.64%	18
2022 Q4	$1.94M	Hold	198,950	–	–	1.83%	15
2022 Q3	$3.14M	Hold	198,950	–	–	2.37%	15
2022 Q2	$4.32M	Hold	198,950	–	–	3.08%	9
2022 Q1	$4.19M	Hold	198,950	–	–	2.46%	15
2021 Q4	$6.3M	Buy	+198,950	New	+$7.31M	3.38%	7

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

Maxi Investments CY's NIO Position: Q2 2024 in Review

Maxi Investments CY sold out of NIO (NIO) in Q2 2024, closing a stake of 198,950 shares — an estimated $895K sold.

Maxi Investments CY first reported a position in NIO in Q4 2021 and held it in 10 quarters. The position peaked at $6.3M in Q4 2021. 474 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

Maxi Investments CY reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
Maxi Investments CY sold 198,950 NIO shares in Q2 2024, an estimated $895K.
Maxi Investments CY first reported a position in NIO in Q4 2021 and held it in 10 quarters.
Maxi Investments CY's NIO position peaked at $6.3M in Q4 2021.
474 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Maxi Investments CY's 13F filing for Q2 2024, filed 8 Aug 2024.