Axim Planning & Wealth’s NIO NIO Stock Holding History

Axim Planning & Wealth’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	$762K	Sell	126,294 -5,198	-4%	-$26.2K	0.93%	14
2025 Q4	$671K	Sell	131,492 -33,091	-20%	-$204K	0.71%	23
2025 Q3	$1.25M	Buy	164,583 +81,234	+97%	+$438K	1%	5
2025 Q2	$286K	Buy	83,349 +26,383	+46%	+$98.3K	0.26%	35
2025 Q1	$217K	Sell	56,966 -8,785	-13%	-$38.7K	0.19%	36
2024 Q4	$287K	Sell	65,751 -14,632	-18%	-$74.5K	0.31%	23
2024 Q3	$537K	Buy	80,383 +66,328	+472%	+$305K	0.6%	7
2024 Q2	$58.5K	Sell	14,055 -26,230	-65%	-$124K	0.07%	27
2024 Q1	$181K	Buy	40,285 +14,500	+56%	+$87.4K	0.15%	24
2023 Q4	$234K	Sell	25,785 -50,225	-66%	-$399K	0.21%	23
2023 Q3	$687K	Buy	76,010 +56,200	+284%	+$626K	0.61%	7
2023 Q2	$192K	Buy	19,810 +2,750	+16%	+$23.3K	0.17%	23
2023 Q1	$179K	Sell	17,060 -995,524	-98%	-$10.2M	0.18%	24
2022 Q4	$9.87M	Sell	1,012,584 -746,897	-42%	-$8.61M	10.15%	3
2022 Q3	$27.7M	Buy	1,759,481 +107,636	+7%	+$2.13M	27.31%	2
2022 Q2	$35.9M	Buy	+1,651,845	New	+$30.3M	27.83%	2

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