Spectrum Wealth Counsel’s NIO NIO Stock Holding History

Spectrum Wealth Counsel’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 Q4	–	Sell	-553	Closed	-$3.69K	–	390
2024 Q3	$3.69K	Hold	553	–	–	﹤0.01%	279
2024 Q2	$2.3K	Hold	553	–	–	﹤0.01%	340
2024 Q1	$2.49K	Buy	+553	New	+$3.33K	﹤0.01%	339

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Spectrum Wealth Counsel's NIO Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of NIO (NIO) in Q4 2024, closing a stake of 553 shares — an estimated $3.69K sold.

Spectrum Wealth Counsel first reported a position in NIO in Q1 2024 and held it in 3 quarters. The position peaked at $3.69K in Q3 2024. 427 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Spectrum Wealth Counsel reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Spectrum Wealth Counsel sold 553 NIO shares in Q4 2024, an estimated $3.69K.
Spectrum Wealth Counsel first reported a position in NIO in Q1 2024 and held it in 3 quarters.
Spectrum Wealth Counsel's NIO position peaked at $3.69K in Q3 2024.
427 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.