Global Wealth Management Investment Advisory, Inc. Nio Inc. Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$7.15 - $9.43 $5,112 - $6,742	-715 Reduced 7.55%	8,760 $79,000
Q3 2023 Nov 06, 2023	SELL	$8.35 - $15.46 $2,505 - $4,638	-300 Reduced 3.07%	9,475 $85,000
Q2 2023 Aug 10, 2023	SELL	$7.41 - $9.83 $8,921 - $11,835	-1,204 Reduced 10.97%	9,775 $94,000
Q1 2023 May 08, 2023	SELL	$8.25 - $12.71 $15,435 - $23,780	-1,871 Reduced 14.56%	10,979 $115,000
Q4 2022 Feb 07, 2023	SELL	$9.25 - $16.73 $15,956 - $28,859	-1,725 Reduced 11.84%	12,850 $125,000
Q3 2022 Nov 09, 2022	BUY	$15.58 - $22.6 $227,078 - $329,395	14,575 New	14,575 $230,000
Q2 2022 Aug 15, 2022	SELL	$12.71 - $24.08 $8,515 - $16,133	-670 Reduced 4.28%	15,000 $326,000
Q1 2022 May 17, 2022	SELL	$14.1 - $33.47 $2,749 - $6,526	-195 Reduced 1.23%	15,670 $330,000
Q4 2021 Feb 15, 2022	BUY	$28.16 - $43.2 $6,617 - $10,152	235 Added 1.5%	15,865 $503,000
Q3 2021 Nov 16, 2021	BUY	$34.9 - $50.9 $63,029 - $91,925	1,806 Added 13.06%	15,630 $557,000
Q2 2021 Aug 11, 2021	BUY	$31.22 - $53.2 $171,585 - $292,387	5,496 Added 65.99%	13,824 $735,000
Q1 2021 May 17, 2021	BUY	$35.21 - $62.84 $35,210 - $62,840	1,000 Added 13.65%	8,328 $325,000
Q4 2020 Feb 16, 2021	BUY	$20.67 - $55.38 $18,354 - $49,177	888 Added 13.79%	7,328 $357,000
Q3 2020 Nov 16, 2020	SELL	$7.91 - $21.22 $78,585 - $210,820	-9,935 Reduced 60.67%	6,440 $137,000
Q2 2020 Aug 12, 2020	BUY	$2.39 - $7.72 $7,229 - $23,353	3,025 Added 22.66%	16,375 $126,000
Q1 2020 May 14, 2020	BUY	$2.37 - $5.17 $4,384 - $9,564	1,850 Added 16.09%	13,350 $37,000
Q4 2019 Feb 14, 2020	BUY	$1.32 - $4.02 $660 - $2,009	500 Added 4.55%	11,500 $46,000
Q4 2018 Feb 14, 2019	BUY	$5.9 - $8.12 $64,900 - $89,319	11,000 New	11,000 $70,000

Others Institutions Holding NIO

# of Institutions

540

Shares Held

230M

Call Options Held

49.1M

Put Options Held

68.2M

Black Rock Inc. New York, NY

60.5M
Shares

$282 Million
0.01% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

14.1M
Shares

$65.6 Million
0.05% of portfolio
Morgan Stanley New York, NY

13.7M
Shares

$64.1 Million
0.01% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

12.5M
Shares

$58.4 Million
0.13% of portfolio
Legal & General Group PLC London, X0

11M
Shares

$51.4 Million
0.02% of portfolio

View Full List

About NIO Inc.

Ticker NIO
Exchange NYSE
Sector Consumer Cyclical
Industry Auto Manufacturers
Shares Outstandng 1,670,530,048
Market Cap $7.8B
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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