Creative Planning Nio Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Nio Inc. stock. As of the latest transaction made, Creative Planning holds 290,558 shares of NIO stock, worth $1.48 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

290,558

Previous 268,318 8.29%

Holding current value

$1.48 Million

Previous $1.12 Million 73.84%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$3.67 - $6.68 $81,620 - $148,563	22,240 Added 8.29%	290,558 $1.94 Million
Q2 2024 Aug 15, 2024	BUY	$3.8 - $5.79 $262,743 - $400,337	69,143 Added 34.71%	268,318 $1.12 Million
Q1 2024 May 10, 2024	BUY	$4.5 - $8.5 $90,621 - $171,173	20,138 Added 11.25%	199,175 $896,000
Q4 2023 Feb 14, 2024	SELL	$7.15 - $9.43 $22,193 - $29,270	-3,104 Reduced 1.7%	179,037 $1.62 Million
Q3 2023 Nov 16, 2023	SELL	$8.35 - $15.46 $21,133 - $39,129	-2,531 Reduced 1.37%	182,141 $1.65 Million
Q2 2023 Jul 21, 2023	SELL	$7.41 - $9.83 $344,461 - $456,957	-46,486 Reduced 20.11%	184,672 $1.79 Million
Q1 2023 May 15, 2023	BUY	$8.25 - $12.71 $177,144 - $272,909	21,472 Added 10.24%	231,158 $2.43 Million
Q4 2022 Feb 10, 2023	BUY	$9.25 - $16.73 $207,089 - $374,551	22,388 Added 11.95%	209,686 $2.05 Million
Q3 2022 Nov 03, 2022	BUY	$15.58 - $22.6 $152,403 - $221,073	9,782 Added 5.51%	187,298 $2.95 Million
Q2 2022 Aug 15, 2022	BUY	$12.71 - $24.08 $155,328 - $294,281	12,221 Added 7.39%	177,516 $3.86 Million
Q1 2022 May 16, 2022	BUY	$14.1 - $33.47 $38,901 - $92,343	2,759 Added 1.7%	165,295 $3.48 Million
Q4 2021 Feb 11, 2022	SELL	$28.16 - $43.2 $1.18 Million - $1.8 Million	-41,758 Reduced 20.44%	162,536 $5.15 Million
Q3 2021 Nov 10, 2021	BUY	$34.9 - $50.9 $78,525 - $114,525	2,250 Added 1.11%	204,294 $7.28 Million
Q2 2021 Aug 04, 2021	SELL	$31.22 - $53.2 $1.53 Million - $2.61 Million	-49,040 Reduced 19.53%	202,044 $10.7 Million
Q1 2021 Apr 30, 2021	BUY	$35.21 - $62.84 $1.11 Million - $1.98 Million	31,580 Added 14.39%	251,084 $9.79 Million
Q4 2020 Jan 29, 2021	BUY	$20.67 - $55.38 $2.11 Million - $5.65 Million	102,021 Added 86.84%	219,504 $10.7 Million
Q3 2020 Nov 05, 2020	SELL	$7.91 - $21.22 $577,872 - $1.55 Million	-73,056 Reduced 38.34%	117,483 $2.49 Million
Q2 2020 Jul 23, 2020	BUY	$2.39 - $7.72 $14,270 - $46,096	5,971 Added 3.24%	190,539 $1.47 Million
Q1 2020 May 05, 2020	SELL	$2.37 - $5.17 $38,830 - $84,705	-16,384 Reduced 8.15%	184,568 $513,000
Q4 2019 Jan 30, 2020	BUY	$1.32 - $4.02 $83,504 - $254,309	63,261 Added 45.94%	200,952 $808,000
Q3 2019 Nov 01, 2019	SELL	$1.56 - $3.69 $66,671 - $157,703	-42,738 Reduced 23.69%	137,691 $215,000
Q2 2019 Jul 26, 2019	BUY	$2.42 - $5.39 $100,596 - $224,056	41,569 Added 29.94%	180,429 $460,000
Q1 2019 Apr 24, 2019	BUY	$4.96 - $10.16 $473,759 - $970,442	95,516 Added 220.37%	138,860 $708,000
Q4 2018 Feb 01, 2019	BUY	$5.9 - $8.12 $100,559 - $138,397	17,044 Added 64.81%	43,344 $276,000
Q3 2018 Oct 25, 2018	BUY	$6.6 - $11.6 $173,580 - $305,080	26,300 New	26,300 $184,000

Others Institutions Holding NIO

# of Institutions

550

Shares Held

260M

Call Options Held

39.3M

Put Options Held

65M

View Full List

About NIO Inc.

Ticker NIO
Exchange NYSE
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 1,670,530,048
Market Cap $8.5B
Description
NIO Inc. designs, develops, manufactures, and sells smart electric vehicles in China. It offers five, six, and seven-seater electric SUVs, as well as smart electric sedans. The company is also involved in the provision of energy and service packages to its users; design and technology development activities; manufacture of e-powertrains, battery...

More about NIO

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Creative Planning Nio Inc. Transaction History