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Sigma Planning Corp’s NIO NIO Stock Holding History

Sigma Planning Corp’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 		– Sell
-14,316
Closed -$130K – 1239
2023
Q4 		$130K Sell
14,316
-36,328
-72% -$288K 0.01% 802
2023
Q3 		$458K Buy
50,644
+5,794
+13% +$64.5K 0.02% 755
2023
Q2 		$435K Buy
44,850
+611
+1% +$5.17K 0.02% 787
2023
Q1 		$465K Buy
44,239
+4,509
+11% +$46.1K 0.02% 829
2022
Q4 		$387K Buy
39,730
+1,639
+4% +$18.9K 0.01% 870
2022
Q3 		$601K Buy
38,091
+1,384
+4% +$27.4K 0.02% 666
2022
Q2 		$797K Buy
36,707
+1,474
+4% +$27K 0.03% 566
2022
Q1 		$742K Sell
35,233
-11,198
-24% -$264K 0.02% 660
2021
Q4 		$1.47M Sell
46,431
-5,987
-11% -$220K 0.04% 404
2021
Q3 		$1.87M Buy
52,418
+3,622
+7% +$149K 0.06% 346
2021
Q2 		$2.6M Buy
48,796
+2,374
+5% +$95.1K 0.08% 273
2021
Q1 		$1.81M Buy
46,422
+5,459
+13% +$278K 0.06% 338
2020
Q4 		$2M Buy
40,963
+615
+2% +$23.8K 0.07% 275
2020
Q3 		$856K Buy
40,348
+20,657
+105% +$318K 0.03% 445
2020
Q2 		$152K Buy
+19,691
New +$86.5K 0.01% 963
2020
Q1 		– Sell
-11,204
Closed -$45K – 1044
2019
Q4 		$45K Buy
+11,204
New +$22.5K ﹤0.01% 1035
2019
Q3 		– Sell
-10,400
Closed -$27K – 1042
2019
Q2 		$27K Buy
+10,400
New +$41.8K ﹤0.01% 981

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's NIO Position: Q1 2024 in Review

Sigma Planning Corp sold out of NIO (NIO) in Q1 2024, closing a stake of 14,316 shares — an estimated $130K sold.

Sigma Planning Corp first reported a position in NIO in Q2 2019 and held it in 17 quarters. The position peaked at $2.6M in Q2 2021. 483 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Sigma Planning Corp reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Sigma Planning Corp sold 14,316 NIO shares in Q1 2024, an estimated $130K.
  • Sigma Planning Corp first reported a position in NIO in Q2 2019 and held it in 17 quarters.
  • Sigma Planning Corp's NIO position peaked at $2.6M in Q2 2021.
  • 483 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Sigma Planning Corp's 13F filing for Q1 2024, filed 2 May 2024.