SPC
NIO icon

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 – 1043
2019
Q2 		$27K Buy
+10,400
New +$41.8K ﹤0.01% 981

Other funds holding NIO

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return