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Coppell Advisory Solutions’s NIO NIO Stock Holding History

Coppell Advisory Solutions’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
-1,392
Closed -$6.1K – 1321
2024
Q4 		$6.1K Hold
1,392
– – ﹤0.01% 1274
2024
Q3 		$9.08K Hold
1,392
– – ﹤0.01% 1115
2024
Q2 		$5.79K Buy
+1,392
New +$6.58K ﹤0.01% 1167
2023
Q4 		$2.27K Hold
250
– – ﹤0.01% 1267
2023
Q3 		$2.44K Hold
250
– – ﹤0.01% 823
2023
Q2 		$2.4K Buy
+250
New +$2.12K ﹤0.01% 988
2023
Q1 		– Sell
-250
Closed -$2.44K – 763
2022
Q4 		$2.44K Buy
+250
New +$2.88K ﹤0.01% 823

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