Retirement Group’s NIO NIO Stock Holding History

Retirement Group’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 Q1	$1.3K	Buy	288 +100	+53%	+$603	﹤0.01%	697
2023 Q4	$1.71K	Hold	188	–	–	﹤0.01%	651
2023 Q3	$1.7K	Hold	188	–	–	﹤0.01%	596
2023 Q2	$1.82K	Hold	188	–	–	﹤0.01%	625
2023 Q1	$2K	Hold	188	–	–	﹤0.01%	595
2022 Q4	$2K	Hold	188	–	–	﹤0.01%	534
2022 Q3	$3K	Sell	188 -50	-21%	-$989	﹤0.01%	374
2022 Q2	$5K	Sell	238 -150	-39%	-$2.75K	﹤0.01%	529
2022 Q1	$8K	Hold	388	–	–	﹤0.01%	497
2021 Q4	$12K	Buy	388 +25	+7%	+$919	0.01%	398
2021 Q3	$13K	Hold	363	–	–	0.01%	362
2021 Q2	$19K	Hold	363	–	–	0.01%	337
2021 Q1	$14K	Buy	363 +100	+38%	+$5.1K	0.01%	438
2020 Q4	$12K	Buy	263 +163	+163%	+$6.31K	0.01%	415
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	569
2020 Q2	$1K	Buy	+100	New	+$440	﹤0.01%	608

Other funds holding NIO

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

Retirement Group's NIO Position: Q1 2024 in Review

Retirement Group increased its NIO (NIO) stake by 53% in Q1 2024, buying an estimated $603 and bringing the position to 288 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Retirement Group first reported a position in NIO in Q2 2020 and has held it in 16 quarters since. The position peaked at $19K in Q2 2021. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

Retirement Group held 288 shares of NIO worth $1.3K as of Q1 2024.
Retirement Group bought 100 NIO shares in Q1 2024, an estimated $603.
NIO made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #697 holding.
Retirement Group first reported a position in NIO in Q2 2020 and has held it in 16 quarters since.
Retirement Group's NIO position peaked at $19K in Q2 2021.
483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.