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Ritter Daniher Financial Advisory’s NIO NIO Stock Holding History

Ritter Daniher Financial Advisory’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
Q2 		– Sell
-2,000
Closed -$9K – 316
2024
Q1 		$9K Buy
2,000
+1,000
+100% +$6.03K ﹤0.01% 225
2023
Q4 		$9.07K Sell
1,000
-166
-14% -$1.32K ﹤0.01% 237
2023
Q3 		$10.5K Hold
1,166
– – ﹤0.01% 227
2023
Q2 		$11.3K Hold
1,166
– – ﹤0.01% 210
2023
Q1 		$12.3K Hold
1,166
– – 0.01% 197
2022
Q4 		$11.4K Hold
1,166
– – 0.01% 200
2022
Q3 		$18K Buy
+1,166
New +$23.1K 0.01% 156

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ritter Daniher Financial Advisory's NIO Position: Q2 2024 in Review

Ritter Daniher Financial Advisory sold out of NIO (NIO) in Q2 2024, closing a stake of 2,000 shares — an estimated $9K sold.

Ritter Daniher Financial Advisory first reported a position in NIO in Q3 2022 and held it in 7 quarters. The position peaked at $18K in Q3 2022. 475 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

  • Ritter Daniher Financial Advisory reported no remaining NIO position as of Q2 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 2,000 NIO shares in Q2 2024, an estimated $9K.
  • Ritter Daniher Financial Advisory first reported a position in NIO in Q3 2022 and held it in 7 quarters.
  • Ritter Daniher Financial Advisory's NIO position peaked at $18K in Q3 2022.
  • 475 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.