VisionPoint Advisory Group’s NIO NIO Stock Holding History

VisionPoint Advisory 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 Q3	–	Sell	-5	Closed	-$21	–	586
2024 Q2	$21	Hold	5	–	–	﹤0.01%	791
2024 Q1	$23	Sell	5 -782	-99%	-$4.72K	﹤0.01%	791
2023 Q4	$7.14K	Hold	787	–	–	﹤0.01%	450
2023 Q3	$7.12K	Buy	787 +567	+258%	+$6.31K	﹤0.01%	471
2023 Q2	$2.13K	Buy	+220	New	+$1.86K	﹤0.01%	486
2021 Q2	–	Sell	-7,160	Closed	-$279K	–	108
2021 Q1	$279K	Buy	+7,160	New	+$365K	0.13%	97

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

VisionPoint Advisory Group's NIO Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of NIO (NIO) in Q3 2024, closing a stake of 5 shares — an estimated $21 sold.

VisionPoint Advisory Group first reported a position in NIO in Q1 2021 and held it in 6 quarters. The position peaked at $279K in Q1 2021. 441 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

VisionPoint Advisory Group reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 5 NIO shares in Q3 2024, an estimated $21.
VisionPoint Advisory Group first reported a position in NIO in Q1 2021 and held it in 6 quarters.
VisionPoint Advisory Group's NIO position peaked at $279K in Q1 2021.
441 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.