1620 Investment Advisors’s NIO NIO Stock Holding History

1620 Investment Advisors’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
2025 Q2	–	Sell	-150	Closed	-$572	–	701
2025 Q1	$572	Buy	+150	New	+$660	﹤0.01%	650

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1620 Investment Advisors's NIO Position: Q2 2025 in Review

1620 Investment Advisors sold out of NIO (NIO) in Q2 2025, closing a stake of 150 shares — an estimated $572 sold.

1620 Investment Advisors first reported a position in NIO in Q1 2025 and held it in 1 quarter. The position peaked at $572 in Q1 2025. 385 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

1620 Investment Advisors reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
1620 Investment Advisors sold 150 NIO shares in Q2 2025, an estimated $572.
1620 Investment Advisors first reported a position in NIO in Q1 2025 and held it in 1 quarter.
1620 Investment Advisors's NIO position peaked at $572 in Q1 2025.
385 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on 1620 Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.