Tidemark’s NIO NIO Stock Holding History

Tidemark’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	-10,569	Closed	-$70.6K	–	666
2024 Q3	$70.6K	Hold	10,569	–	–	0.03%	189
2024 Q2	$44K	Sell	10,569 -50	-0.5%	-$237	0.02%	234
2024 Q1	$47.8K	Hold	10,619	–	–	0.03%	236
2023 Q4	$96.3K	Buy	+10,619	New	+$84.3K	0.06%	166

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Tidemark's NIO Position: Q4 2024 in Review

Tidemark sold out of NIO (NIO) in Q4 2024, closing a stake of 10,569 shares — an estimated $70.6K sold.

Tidemark first reported a position in NIO in Q4 2023 and held it in 4 quarters. The position peaked at $96.3K in Q4 2023. 429 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Tidemark reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Tidemark sold 10,569 NIO shares in Q4 2024, an estimated $70.6K.
Tidemark first reported a position in NIO in Q4 2023 and held it in 4 quarters.
Tidemark's NIO position peaked at $96.3K in Q4 2023.
429 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Tidemark's 13F filing for Q4 2024, filed 10 Feb 2025.