Evermay Wealth Management’s NIO NIO Stock Holding History

Evermay Wealth Management’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	Closed	-$5	–	599
2024 Q4	$5	Sell	1 -609	-100%	-$3.1K	﹤0.01%	572
2024 Q3	$4.08K	Hold	610	–	–	﹤0.01%	515
2024 Q2	$2.54K	Hold	610	–	–	﹤0.01%	531
2024 Q1	$2.75K	Hold	610	–	–	﹤0.01%	524
2023 Q4	$5.53K	Hold	610	–	–	﹤0.01%	481
2023 Q3	$5.51K	Sell	610 -9	-1%	-$100	﹤0.01%	465
2023 Q2	$6K	Hold	619	–	–	﹤0.01%	456
2023 Q1	$6.51K	Hold	619	–	–	﹤0.01%	445
2022 Q4	$6.04K	Buy	619 +10	+2%	+$115	﹤0.01%	447
2022 Q3	$10K	Hold	609	–	–	﹤0.01%	397
2022 Q2	$13K	Hold	609	–	–	﹤0.01%	375
2022 Q1	$13K	Sell	609 -225	-27%	-$5.3K	﹤0.01%	395
2021 Q4	$26K	Buy	834 +5	+0.6%	+$184	﹤0.01%	336
2021 Q3	$30K	Buy	829 +659	+388%	+$27.1K	0.01%	310
2021 Q2	$9K	Buy	+170	New	+$6.81K	﹤0.01%	411

Other funds holding NIO

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 $77.3B AUM 36.07% 1-Year Est. Return

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

Citigroup New York $157B 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 $134B 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 London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return