Atria Wealth Solutions’s NIO NIO Stock Holding History

Atria Wealth Solutions’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	$83.7K	Sell	24,262 -24,660	-50%	-$91.9K	﹤0.01%	1440
2025 Q1	$186K	Sell	48,922 -350	-0.7%	-$1.54K	﹤0.01%	1736
2024 Q4	$215K	Sell	49,272 -9,858	-17%	-$50.2K	﹤0.01%	1786
2024 Q3	$395K	Sell	59,130 -592	-1%	-$2.72K	﹤0.01%	1357
2024 Q2	$248K	Sell	59,722 -5,747	-9%	-$27.2K	﹤0.01%	1619
2024 Q1	$295K	Buy	65,469 +19,085	+41%	+$115K	﹤0.01%	1564
2023 Q4	$421K	Buy	46,384 +5,430	+13%	+$43.1K	0.01%	1301
2023 Q3	$370K	Buy	40,954 +3,779	+10%	+$42.1K	0.01%	1284
2023 Q2	$360K	Buy	37,175 +5,180	+16%	+$43.8K	﹤0.01%	1330
2023 Q1	$336K	Sell	31,995 -132	-0.4%	-$1.35K	0.01%	1348
2022 Q4	$313K	Sell	32,127 -9,899	-24%	-$114K	0.01%	1338
2022 Q3	$663K	Buy	42,026 +23,157	+123%	+$458K	0.01%	886
2022 Q2	$410K	Sell	18,869 -20,925	-53%	-$384K	0.01%	1064
2022 Q1	$838K	Buy	+39,794	New	+$937K	0.01%	804

Other funds holding NIO

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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