Tyler-Stone Wealth Management’s NIO NIO Stock Holding History

Tyler-Stone Wealth Management’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 Q3	–	Sell	-2,624	Closed	-$10.9K	–	719
2024 Q2	$10.9K	Hold	2,624	–	–	﹤0.01%	644
2024 Q1	$11.8K	Buy	2,624 +900	+52%	+$5.43K	0.01%	629
2023 Q4	$15.6K	Buy	1,724 +250	+17%	+$1.98K	0.01%	552
2023 Q3	$13K	Hold	1,474	–	–	0.01%	554
2023 Q2	$14K	Buy	+1,474	New	+$12.5K	0.01%	543
2022 Q4	$15K	Hold	1,574	–	–	0.01%	490
2022 Q3	$25K	Hold	1,574	–	–	0.02%	398
2022 Q2	$34K	Buy	1,574 +1,000	+174%	+$18.3K	0.02%	370
2022 Q1	$12K	Hold	574	–	–	0.01%	541
2021 Q4	$18K	Buy	+574	New	+$21.1K	0.01%	500

Other funds holding NIO

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Tyler-Stone Wealth Management's NIO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of NIO (NIO) in Q3 2024, closing a stake of 2,624 shares — an estimated $10.9K sold.

Tyler-Stone Wealth Management first reported a position in NIO in Q4 2021 and held it in 10 quarters. The position peaked at $34K in Q2 2022. 442 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 2,624 NIO shares in Q3 2024, an estimated $10.9K.
Tyler-Stone Wealth Management first reported a position in NIO in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's NIO position peaked at $34K in Q2 2022.
442 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.