Planning Capital Management Corporation’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$755 Hold
113
﹤0.01% 645
2024
Q2
$471 Hold
113
﹤0.01% 625
2024
Q1
$509 Hold
113
﹤0.01% 633
2023
Q4
$1.02K Buy
+113
New +$897 ﹤0.01% 599

Other funds holding NIO

Planning Capital Management Corporation's NIO Position: Q3 2024 in Review

Planning Capital Management Corporation held its NIO (NIO) position steady in Q3 2024 at 113 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Planning Capital Management Corporation first reported a position in NIO in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.02K in Q4 2023. 440 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Planning Capital Management Corporation held 113 shares of NIO worth $755 as of Q3 2024.
  • Planning Capital Management Corporation left its NIO share count unchanged in Q3 2024.
  • NIO made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #645 holding.
  • Planning Capital Management Corporation first reported a position in NIO in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's NIO position peaked at $1.02K in Q4 2023.
  • 440 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.