WR Wealth Planners’s NIO NIO Stock Holding History

WR Wealth Planners’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	$109	Hold	25	–	–	﹤0.01%	1079
2024 Q3	$167	Hold	25	–	–	﹤0.01%	1106
2024 Q2	$104	Hold	25	–	–	﹤0.01%	1115
2024 Q1	$113	Buy	+25	New	+$151	﹤0.01%	1142
2023 Q4	–	Sell	-25	Closed	-$226	–	617
2023 Q3	$226	Hold	25	–	–	﹤0.01%	879
2023 Q2	$242	Hold	25	–	–	﹤0.01%	866
2023 Q1	$263	Buy	+25	New	+$256	﹤0.01%	879

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WR Wealth Planners's NIO Position: Q4 2024 in Review

WR Wealth Planners held its NIO (NIO) position steady in Q4 2024 at 25 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

WR Wealth Planners first reported a position in NIO in Q1 2023 and has held it in 7 quarters since. The position peaked at $263 in Q1 2023. 428 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

WR Wealth Planners held 25 shares of NIO worth $109 as of Q4 2024.
WR Wealth Planners left its NIO share count unchanged in Q4 2024.
NIO made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1079 holding.
WR Wealth Planners first reported a position in NIO in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's NIO position peaked at $263 in Q1 2023.
428 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.