X-Square Capital’s NIO NIO Stock Holding History

X-Square Capital’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	-10,152	Closed	-$68K	–	169
2024 Q3	$68K	Sell	10,152 -3,088	-23%	-$14.2K	0.03%	159
2024 Q2	$55K	Hold	13,240	–	–	0.03%	155
2024 Q1	$62K	Sell	13,240 -50,486	-79%	-$304K	0.03%	151
2023 Q4	$578K	Buy	63,726 +4,202	+7%	+$33.4K	0.32%	92
2023 Q3	$577K	Hold	59,524	–	–	0.39%	81
2023 Q2	$577K	Sell	59,524 -1,309	-2%	-$11.1K	0.39%	81
2023 Q1	$639K	Sell	60,833 -707	-1%	-$7.23K	0.38%	86
2022 Q4	$600K	Buy	61,540 +2,570	+4%	+$29.6K	0.34%	88
2022 Q3	$930K	Hold	58,970	–	–	0.59%	64
2022 Q2	$1.28M	Sell	58,970 -29,293	-33%	-$538K	0.77%	49
2022 Q1	$1.86M	Buy	88,263 +46	+0.1%	+$1.08K	0.97%	39
2021 Q4	$2.79M	Hold	88,217	–	–	1.4%	18
2021 Q3	$3.14M	Sell	88,217 -1,879	-2%	-$77.2K	1.62%	16
2021 Q2	$4.79M	Buy	90,096 +60	+0.1%	+$2.4K	2.28%	7
2021 Q1	$3.51M	Sell	90,036 -5,425	-6%	-$277K	1.62%	8
2020 Q4	$4.65M	Buy	95,461 +11,056	+13%	+$428K	2.51%	5
2020 Q3	$1.79M	Buy	+84,405	New	+$1.3M	1.29%	20

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

X-Square Capital's NIO Position: Q4 2024 in Review

X-Square Capital sold out of NIO (NIO) in Q4 2024, closing a stake of 10,152 shares — an estimated $68K sold.

X-Square Capital first reported a position in NIO in Q3 2020 and held it in 17 quarters. The position peaked at $4.79M in Q2 2021. 428 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

X-Square Capital reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
X-Square Capital sold 10,152 NIO shares in Q4 2024, an estimated $68K.
X-Square Capital first reported a position in NIO in Q3 2020 and held it in 17 quarters.
X-Square Capital's NIO position peaked at $4.79M in Q2 2021.
428 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on X-Square Capital's 13F filing for Q4 2024, filed 12 Feb 2025.