Bard Financial Services’s NIO NIO Stock Holding History

Bard Financial Services’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 Q3	$78.1K	Hold	10,250	–	–	0.01%	199
2025 Q2	$35.2K	Sell	10,250 -1,250	-11%	-$4.66K	﹤0.01%	198
2025 Q1	$43.8K	Hold	11,500	–	–	0.01%	201
2024 Q4	$50.1K	Hold	11,500	–	–	0.01%	200
2024 Q3	$76.8K	Hold	11,500	–	–	0.01%	200
2024 Q2	$47.8K	Hold	11,500	–	–	﹤0.01%	214
2024 Q1	$51.8K	Sell	11,500 -3,875	-25%	-$23.4K	0.01%	223
2023 Q4	$139K	Sell	15,375 -1,250	-8%	-$9.92K	0.02%	214
2023 Q3	$150K	Buy	16,625 +1,250	+8%	+$13.9K	0.02%	211
2023 Q2	$149K	Hold	15,375	–	–	0.01%	301
2023 Q1	$162K	Hold	15,375	–	–	0.01%	306
2022 Q4	$150K	Sell	15,375 -2,250	-13%	-$25.9K	0.01%	285
2022 Q3	$278K	Hold	17,625	–	–	0.03%	242
2022 Q2	$383K	Buy	17,625 +1,250	+8%	+$22.9K	0.04%	217
2022 Q1	$345K	Buy	16,375 +2,350	+17%	+$55.3K	0.03%	225
2021 Q4	$444K	Hold	14,025	–	–	0.04%	195
2021 Q3	$500K	Sell	14,025 -2,575	-16%	-$106K	0.04%	183
2021 Q2	$883K	Buy	16,600 +525	+3%	+$21K	0.08%	152
2021 Q1	$627K	Buy	16,075 +9,450	+143%	+$482K	0.06%	162
2020 Q4	$323K	Buy	+6,625	New	+$256K	0.03%	203

Other funds holding NIO

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

BNP Paribas Financial Markets

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

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

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

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return