Ovata Capital Management’s NIO NIO Stock Holding History

Ovata Capital Management’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 Q3	–	Sell	-51,104	Closed	-$213K	–	39
2024 Q2	$213K	Buy	+51,104	New	+$242K	0.12%	34

Other funds holding NIO

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Ovata Capital Management's NIO Position: Q3 2024 in Review

Ovata Capital Management sold out of NIO (NIO) in Q3 2024, closing a stake of 51,104 shares — an estimated $213K sold.

Ovata Capital Management first reported a position in NIO in Q2 2024 and held it in 1 quarter. The position peaked at $213K in Q2 2024. 439 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

Ovata Capital Management reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
Ovata Capital Management sold 51,104 NIO shares in Q3 2024, an estimated $213K.
Ovata Capital Management first reported a position in NIO in Q2 2024 and held it in 1 quarter.
Ovata Capital Management's NIO position peaked at $213K in Q2 2024.
439 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Ovata Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.