Concord Wealth Partners’s NIO NIO Stock Holding History

Concord 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
2026 Q1	–	Sell	-3	Closed	-$15	–	590
2025 Q4	$15	Hold	3	–	–	﹤0.01%	842
2025 Q3	$23	Hold	3	–	–	﹤0.01%	823
2025 Q2	$10	Hold	3	–	–	﹤0.01%	857
2025 Q1	$11	Hold	3	–	–	﹤0.01%	808
2024 Q4	$13	Hold	3	–	–	﹤0.01%	918
2024 Q3	$20	Hold	3	–	–	﹤0.01%	951
2024 Q2	$12	Hold	3	–	–	﹤0.01%	832
2024 Q1	$14	Sell	3 -45	-94%	-$271	﹤0.01%	847
2023 Q4	$435	Sell	48 -5	-9%	-$40	﹤0.01%	783
2023 Q3	$479	Sell	53 -24	-31%	-$267	﹤0.01%	984
2023 Q2	$746	Hold	77	–	–	﹤0.01%	968
2023 Q1	$809	Hold	77	–	–	﹤0.01%	915
2022 Q4	$751	Buy	+77	New	+$887	﹤0.01%	1122
2022 Q3	–	Sell	-3	Closed	–	–	774
2022 Q2	$0	Sell	3 -282	-99%	-$5.17K	﹤0.01%	1327
2022 Q1	$6K	Sell	285 -170	-37%	-$4K	﹤0.01%	875
2021 Q4	$14K	Buy	455 +355	+355%	+$13K	﹤0.01%	717
2021 Q3	$4K	Sell	100 -388	-80%	-$15.9K	﹤0.01%	637
2021 Q2	$26K	Sell	488 -519	-52%	-$20.8K	0.01%	454
2021 Q1	$39K	Buy	1,007 +896	+807%	+$45.7K	0.01%	373
2020 Q4	$5K	Buy	+111	New	+$4.29K	﹤0.01%	419

Other funds holding NIO

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

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

Renaissance Technologies

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

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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