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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Evermay Wealth Management's NIO Position: Q1 2025 in Review

Evermay Wealth Management sold out of NIO (NIO) in Q1 2025, closing a stake of 1 share — an estimated $5 sold.

Evermay Wealth Management first reported a position in NIO in Q2 2021 and held it in 15 quarters. The position peaked at $30K in Q3 2021. 413 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

Evermay Wealth Management reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
Evermay Wealth Management sold 1 NIO share in Q1 2025, an estimated $5.
Evermay Wealth Management first reported a position in NIO in Q2 2021 and held it in 15 quarters.
Evermay Wealth Management's NIO position peaked at $30K in Q3 2021.
413 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Evermay Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.