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Fountainhead AM’s NIO NIO Stock Holding History

Fountainhead AM’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
-10,259
Closed -$44.7K – 194
2024
Q4 		$44.7K Sell
10,259
-95
-0.9% -$483 0.01% 167
2024
Q3 		$69.2K Sell
10,354
-1,005
-9% -$4.62K 0.01% 145
2024
Q2 		$47.3K Sell
11,359
-3,595
-24% -$17K 0.01% 139
2024
Q1 		$67.3K Buy
14,954
+2,907
+24% +$17.5K 0.02% 132
2023
Q4 		$109K Buy
12,047
+2,012
+20% +$16K 0.03% 113
2023
Q3 		$90.7K Buy
+10,035
New +$112K 0.03% 91

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Fountainhead AM's NIO Position: Q1 2025 in Review

Fountainhead AM sold out of NIO (NIO) in Q1 2025, closing a stake of 10,259 shares — an estimated $44.7K sold.

Fountainhead AM first reported a position in NIO in Q3 2023 and held it in 6 quarters. The position peaked at $109K in Q4 2023. 413 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • Fountainhead AM reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • Fountainhead AM sold 10,259 NIO shares in Q1 2025, an estimated $44.7K.
  • Fountainhead AM first reported a position in NIO in Q3 2023 and held it in 6 quarters.
  • Fountainhead AM's NIO position peaked at $109K in Q4 2023.
  • 413 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Fountainhead AM's 13F filing for Q1 2025, filed 5 May 2025.