First National Trust’s NIO NIO Stock Holding History

First National Trust’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 Q3	–	Sell	-95,178	Closed	-$326K	–	412
2025 Q2	$326K	Hold	95,178	–	–	0.01%	325
2025 Q1	$363K	Hold	95,178	–	–	0.01%	304
2024 Q4	$415K	Buy	95,178 +12,500	+15%	+$63.6K	0.02%	299
2024 Q3	$552K	Hold	82,678	–	–	0.02%	277
2024 Q2	$344K	Sell	82,678 -550	-0.7%	-$2.6K	0.01%	320
2024 Q1	$375K	Hold	83,228	–	–	0.02%	308
2023 Q4	$755K	Sell	83,228 -33,922	-29%	-$269K	0.03%	238
2023 Q3	$1.06M	Hold	117,150	–	–	0.05%	192
2023 Q2	$1.14M	Hold	117,150	–	–	0.05%	189
2023 Q1	$1.23M	Sell	117,150 -90,400	-44%	-$924K	0.07%	175
2022 Q4	$2.02M	Buy	207,550 +15,000	+8%	+$173K	0.11%	151
2022 Q3	$3.04M	Hold	192,550	–	–	0.18%	117
2022 Q2	$4.18M	Buy	192,550 +250	+0.1%	+$4.59K	0.24%	103
2022 Q1	$4.05M	Hold	192,300	–	–	0.21%	114
2021 Q4	$6.09M	Hold	192,300	–	–	0.32%	92
2021 Q3	$6.85M	Buy	192,300 +2,850	+2%	+$117K	0.41%	77
2021 Q2	$10.1M	Buy	189,450 +400	+0.2%	+$16K	0.61%	52
2021 Q1	$7.37M	Buy	+189,050	New	+$9.64M	0.48%	69

Other funds holding NIO

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

BNP Paribas Financial Markets

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

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

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

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

Voloridge Investment Management

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return