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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 $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