Carolinas Wealth Consulting’s NIO NIO Stock Holding History

Carolinas Wealth Consulting’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	-177	Closed	-$772	–	1069
2024 Q4	$772	Hold	177	–	–	﹤0.01%	969
2024 Q3	$1.18K	Hold	177	–	–	﹤0.01%	896
2024 Q2	$737	Hold	177	–	–	﹤0.01%	948
2024 Q1	$796	Sell	177 -922	-84%	-$5.56K	﹤0.01%	929
2023 Q4	$9.97K	Hold	1,099	–	–	﹤0.01%	543
2023 Q3	$8.02K	Hold	1,099	–	–	﹤0.01%	544
2023 Q2	$10.6K	Hold	1,099	–	–	﹤0.01%	584
2023 Q1	$11.6K	Hold	1,099	–	–	﹤0.01%	589
2022 Q4	$10.7K	Hold	1,099	–	–	﹤0.01%	610
2022 Q3	$17K	Hold	1,099	–	–	﹤0.01%	470
2022 Q2	$24K	Hold	1,099	–	–	0.01%	424
2022 Q1	$23K	Hold	1,099	–	–	0.01%	459
2021 Q4	$35K	Hold	1,099	–	–	0.01%	412
2021 Q3	$39K	Buy	1,099 +437	+66%	+$18K	0.01%	381
2021 Q2	$35K	Sell	662 -338	-34%	-$13.5K	0.01%	410
2021 Q1	$39K	Hold	1,000	–	–	0.01%	404
2020 Q4	$49K	Buy	+1,000	New	+$38.7K	0.01%	343

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Carolinas Wealth Consulting's NIO Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of NIO (NIO) in Q1 2025, closing a stake of 177 shares — an estimated $772 sold.

Carolinas Wealth Consulting first reported a position in NIO in Q4 2020 and held it in 17 quarters. The position peaked at $49K in Q4 2020. 413 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

Carolinas Wealth Consulting reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 177 NIO shares in Q1 2025, an estimated $772.
Carolinas Wealth Consulting first reported a position in NIO in Q4 2020 and held it in 17 quarters.
Carolinas Wealth Consulting's NIO position peaked at $49K in Q4 2020.
413 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.