Arax Advisory Partners’s NIO NIO Stock Holding History

Arax Advisory Partners’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
2026 Q1	$10.8K	Sell	1,798 -5,960	-77%	-$30.1K	﹤0.01%	2400
2025 Q4	$39.7K	Buy	7,758 +3,487	+82%	+$21.5K	﹤0.01%	1731
2025 Q3	$32.5K	Buy	4,271 +2,403	+129%	+$12.9K	﹤0.01%	2043
2025 Q2	$6.41K	Buy	1,868 +1,422	+319%	+$5.3K	﹤0.01%	2147
2025 Q1	$1.7K	Buy	+446	New	+$1.96K	﹤0.01%	2118
2022 Q4	–	Sell	-1,500	Closed	-$24K	–	1322
2022 Q3	$24K	Hold	1,500	–	–	﹤0.01%	545
2022 Q2	$33K	Sell	1,500 -8,500	-85%	-$156K	0.01%	485
2022 Q1	$211K	Hold	10,000	–	–	0.03%	240
2021 Q4	$317K	Hold	10,000	–	–	0.04%	185
2021 Q3	$356K	Buy	10,000 +500	+5%	+$20.5K	0.05%	142
2021 Q2	$505K	Buy	+9,500	New	+$380K	0.07%	104
2020 Q4	$416K	Buy	8,540 +40	+0.5%	+$1.55K	0.06%	103
2020 Q3	$180K	Buy	8,500 +2,005	+31%	+$30.9K	0.03%	204
2020 Q2	$50K	Buy	6,495 +995	+18%	+$4.37K	0.01%	368
2020 Q1	$15K	Buy	+5,500	New	+$20.5K	﹤0.01%	486

Other funds holding NIO

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Renaissance Technologies

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

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return