Paragon Wealth Strategies’s NIO NIO Stock Holding History

Paragon Wealth Strategies’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
2023 Q3	–	Sell	-13,504	Closed	-$131K	–	41
2023 Q2	$131K	Buy	+13,504	New	+$114K	0.04%	37
2022 Q4	–	Sell	-1,100	Closed	-$17K	–	267
2022 Q3	$17K	Buy	+1,100	New	+$21.8K	0.02%	82

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Paragon Wealth Strategies's NIO Position: Q3 2023 in Review

Paragon Wealth Strategies sold out of NIO (NIO) in Q3 2023, closing a stake of 13,504 shares — an estimated $131K sold.

Paragon Wealth Strategies first reported a position in NIO in Q3 2022 and held it in 2 quarters. The position peaked at $131K in Q2 2023. 476 funds tracked by Wall St. Rank hold NIO as of Q3 2023.

Paragon Wealth Strategies reported no remaining NIO position as of Q3 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 13,504 NIO shares in Q3 2023, an estimated $131K.
Paragon Wealth Strategies first reported a position in NIO in Q3 2022 and held it in 2 quarters.
Paragon Wealth Strategies's NIO position peaked at $131K in Q2 2023.
476 funds tracked by Wall St. Rank held NIO as of Q3 2023.

Based on Paragon Wealth Strategies's 13F filing for Q3 2023, filed 16 Oct 2023.