Unique Wealth Strategies’s NIO NIO Stock Holding History

Unique Wealth Strategies’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	-429	Closed	-$1.93K	–	511
2024 Q2	$1.93K	Buy	+429	New	+$2.03K	﹤0.01%	494

Other funds holding NIO

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Unique Wealth Strategies's NIO Position: Q3 2024 in Review

Unique Wealth Strategies sold out of NIO (NIO) in Q3 2024, closing a stake of 429 shares — an estimated $1.93K sold.

Unique Wealth Strategies first reported a position in NIO in Q2 2024 and held it in 1 quarter. The position peaked at $1.93K in Q2 2024. 439 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

Unique Wealth Strategies reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 429 NIO shares in Q3 2024, an estimated $1.93K.
Unique Wealth Strategies first reported a position in NIO in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's NIO position peaked at $1.93K in Q2 2024.
439 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.