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BSW Wealth Partners’s NIO NIO Stock Holding History

BSW Wealth 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
2025
Q1 		– Sell
-20,423
Closed -$89K – 322
2024
Q4 		$89K Buy
20,423
+3,606
+21% +$18.3K 0.01% 304
2024
Q3 		$112K Buy
16,817
+6,558
+64% +$30.1K 0.02% 298
2024
Q2 		$42.7K Sell
10,259
-31
-0.3% -$147 0.01% 294
2024
Q1 		$46.3K Buy
+10,290
New +$62.1K 0.01% 301
2023
Q4 		– Sell
-14,661
Closed -$133K – 281
2023
Q3 		$133K Buy
+14,661
New +$163K 0.03% 239
2023
Q1 		– Sell
-14,202
Closed -$138K – 331
2022
Q4 		$138K Buy
+14,202
New +$164K 0.03% 293

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BSW Wealth Partners's NIO Position: Q1 2025 in Review

BSW Wealth Partners sold out of NIO (NIO) in Q1 2025, closing a stake of 20,423 shares — an estimated $89K sold.

BSW Wealth Partners first reported a position in NIO in Q4 2022 and held it in 6 quarters. The position peaked at $138K in Q4 2022. 413 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • BSW Wealth Partners reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 20,423 NIO shares in Q1 2025, an estimated $89K.
  • BSW Wealth Partners first reported a position in NIO in Q4 2022 and held it in 6 quarters.
  • BSW Wealth Partners's NIO position peaked at $138K in Q4 2022.
  • 413 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on BSW Wealth Partners's 13F filing for Q1 2025, filed 24 Apr 2025.