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Bright Futures Wealth Management’s NIO NIO Stock Holding History

Bright Futures Wealth Management’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
Q1 		– Sell
-10,047
Closed -$42.4K – 119
2024
Q4 		$42.4K Sell
10,047
-13,445
-57% -$68.4K 0.04% 123
2024
Q3 		$126K Buy
+23,492
New +$108K 0.06% 219

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bright Futures Wealth Management's NIO Position: Q1 2025 in Review

Bright Futures Wealth Management sold out of NIO (NIO) in Q1 2025, closing a stake of 10,047 shares — an estimated $42.4K sold.

Bright Futures Wealth Management first reported a position in NIO in Q3 2024 and held it in 2 quarters. The position peaked at $126K in Q3 2024. 411 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • Bright Futures Wealth Management reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • Bright Futures Wealth Management sold 10,047 NIO shares in Q1 2025, an estimated $42.4K.
  • Bright Futures Wealth Management first reported a position in NIO in Q3 2024 and held it in 2 quarters.
  • Bright Futures Wealth Management's NIO position peaked at $126K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Bright Futures Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.