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 $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group

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

Renaissance Technologies

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

Legal & General Group

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

Bank of America

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

Millennium Management

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

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

Citadel Advisors

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