Moneta Group Investment Advisors’s NIO NIO Stock Holding History

Moneta Group 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	-24,640	Closed	-$165K	–	689
2024 Q3	$165K	Sell	24,640 -340	-1%	-$1.56K	﹤0.01%	624
2024 Q2	$104K	Buy	24,980 +8,985	+56%	+$42.5K	﹤0.01%	589
2024 Q1	$72K	Buy	15,995 +1,015	+7%	+$6.12K	﹤0.01%	591
2023 Q4	$136K	Hold	14,980	–	–	﹤0.01%	540
2023 Q3	$135K	Buy	+14,980	New	+$167K	﹤0.01%	502
2022 Q1	–	Sell	-8,396	Closed	-$266K	–	475
2021 Q4	$266K	Buy	8,396 +4	+0%	+$147	0.01%	401
2021 Q3	$299K	Buy	8,392 +554	+7%	+$22.8K	0.01%	365
2021 Q2	$417K	Buy	7,838 +1,630	+26%	+$65.3K	0.02%	308
2021 Q1	$242K	Buy	+6,208	New	+$316K	0.01%	371

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Moneta Group Investment Advisors's NIO Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of NIO (NIO) in Q4 2024, closing a stake of 24,640 shares — an estimated $165K sold.

Moneta Group Investment Advisors first reported a position in NIO in Q1 2021 and held it in 9 quarters. The position peaked at $417K in Q2 2021. 429 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Moneta Group Investment Advisors reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 24,640 NIO shares in Q4 2024, an estimated $165K.
Moneta Group Investment Advisors first reported a position in NIO in Q1 2021 and held it in 9 quarters.
Moneta Group Investment Advisors's NIO position peaked at $417K in Q2 2021.
429 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.