TS Financial Group (TSFG)’s NIO NIO Stock Holding History

TS Financial Group (TSFG)’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	-150	Closed	-$1K	–	792
2024 Q3	$1K	Buy	+150	New	+$689	﹤0.01%	742
2024 Q1	–	Sell	-83	Closed	-$1K	–	865
2023 Q4	$1K	Sell	83 -91	-52%	-$722	﹤0.01%	831
2023 Q3	$2K	Hold	174	–	–	﹤0.01%	839
2023 Q2	$2K	Hold	174	–	–	﹤0.01%	845
2023 Q1	$2K	Hold	174	–	–	﹤0.01%	828
2022 Q4	$2K	Sell	174 -300	-63%	-$3.46K	﹤0.01%	834
2022 Q3	$7K	Hold	474	–	–	﹤0.01%	582
2022 Q2	$10K	Sell	474 -826	-64%	-$15.2K	﹤0.01%	530
2022 Q1	$27K	Hold	1,300	–	–	0.01%	374
2021 Q4	$41K	Hold	1,300	–	–	0.01%	333
2021 Q3	$46K	Hold	1,300	–	–	0.02%	331
2021 Q2	$69K	Hold	1,300	–	–	0.03%	274
2021 Q1	$51K	Hold	1,300	–	–	0.03%	266
2020 Q4	$63K	Buy	1,300 +1,000	+333%	+$38.7K	0.03%	224
2020 Q3	$6K	Buy	+300	New	+$4.62K	﹤0.01%	527

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

TS Financial Group (TSFG)'s NIO Position: Q4 2024 in Review

TS Financial Group (TSFG) sold out of NIO (NIO) in Q4 2024, closing a stake of 150 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in NIO in Q3 2020 and held it in 15 quarters. The position peaked at $69K in Q2 2021. 429 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

TS Financial Group (TSFG) reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 150 NIO shares in Q4 2024, an estimated $1K.
TS Financial Group (TSFG) first reported a position in NIO in Q3 2020 and held it in 15 quarters.
TS Financial Group (TSFG)'s NIO position peaked at $69K in Q2 2021.
429 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2024, filed 13 Jan 2025.