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Spotlight Asset Group’s NIO NIO Stock Holding History

Spotlight Asset 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
Q2 		$4.99K Hold
1,200
– – ﹤0.01% 217
2024
Q1 		$5.4K Hold
1,200
– – ﹤0.01% 218
2023
Q4 		$10.8K Hold
1,200
– – 0.01% 195
2023
Q3 		$10.8K Hold
1,200
– – 0.01% 195
2023
Q2 		$11.6K Buy
+1,200
New +$10.2K 0.01% 196

Other funds holding NIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spotlight Asset Group's NIO Position: Q2 2024 in Review

Spotlight Asset Group held its NIO (NIO) position steady in Q2 2024 at 1,200 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Spotlight Asset Group first reported a position in NIO in Q2 2023 and has held it in 5 quarters since. The position peaked at $11.6K in Q2 2023. 473 funds tracked by Wall St. Rank hold NIO as of Q2 2024.

  • Spotlight Asset Group held 1,200 shares of NIO worth $4.99K as of Q2 2024.
  • Spotlight Asset Group left its NIO share count unchanged in Q2 2024.
  • NIO made up ﹤0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #217 holding.
  • Spotlight Asset Group first reported a position in NIO in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's NIO position peaked at $11.6K in Q2 2023.
  • 473 funds tracked by Wall St. Rank held NIO as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.