CA
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CoreCap Advisors’s NIO NIO Stock Holding History

CoreCap Advisors’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
Q2 		$2.61K Hold
516
– – ﹤0.01% 2471
2026
Q1 		$3.11K Buy
516
+100
+24% +$505 ﹤0.01% 2302
2025
Q4 		$2.12K Sell
416
-1,399
-77% -$8.63K ﹤0.01% 2463
2025
Q3 		$13.8K Hold
1,815
– – ﹤0.01% 1802
2025
Q2 		$6.22K Sell
1,815
-500
-22% -$1.86K ﹤0.01% 2054
2025
Q1 		$8.82K Buy
2,315
+500
+28% +$2.2K ﹤0.01% 1874
2024
Q4 		$7.91K Buy
1,815
+1,475
+434% +$7.51K ﹤0.01% 1856
2024
Q3 		$2.27K Sell
340
-595
-64% -$2.73K ﹤0.01% 2161
2024
Q2 		$3.89K Buy
935
+479
+105% +$2.27K ﹤0.01% 1209
2024
Q1 		$2.05K Buy
+456
New +$2.75K ﹤0.01% 2117
2022
Q4 		$6.47K Buy
+664
New +$7.65K ﹤0.01% 1675
2022
Q3 		– Sell
-852
Closed -$19K – 1523
2022
Q2 		$19K Buy
+852
New +$15.6K ﹤0.01% 1258
2022
Q1 		– Sell
-1,805
Closed -$57K – 1514
2021
Q4 		$57K Buy
+1,805
New +$66.3K ﹤0.01% 950

Other funds holding NIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return
ANHIM
Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FIA
FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return