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Strategic Planning Group’s NIO NIO Stock Holding History

Strategic Planning 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
Q4 		– Sell
-888,107
Closed -$5.93M – 83
2024
Q3 		$5.93M Buy
888,107
+39,963
+5% +$184K 1.17% 27
2024
Q2 		$3.53M Buy
848,144
+518,824
+158% +$2.45M 0.77% 45
2024
Q1 		$1.48M Buy
329,320
+63,400
+24% +$382K 0.37% 71
2023
Q4 		$2.41M Buy
+265,920
New +$2.11M 0.8% 33

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Strategic Planning Group's NIO Position: Q4 2024 in Review

Strategic Planning Group sold out of NIO (NIO) in Q4 2024, closing a stake of 888,107 shares — an estimated $5.93M sold.

Strategic Planning Group first reported a position in NIO in Q4 2023 and held it in 4 quarters. The position peaked at $5.93M in Q3 2024. 429 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

  • Strategic Planning Group reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
  • Strategic Planning Group sold 888,107 NIO shares in Q4 2024, an estimated $5.93M.
  • Strategic Planning Group first reported a position in NIO in Q4 2023 and held it in 4 quarters.
  • Strategic Planning Group's NIO position peaked at $5.93M in Q3 2024.
  • 429 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Strategic Planning Group's 13F filing for Q4 2024, filed 23 Jan 2025.