Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,100
Closed -$9.16K 526
2024
Q4
$9.16K Buy
2,100
+100
+5% +$509 ﹤0.01% 304
2024
Q3
$13.4K Buy
+2,000
New +$9.19K 0.01% 281
2024
Q1
$9K Buy
2,000
+1,700
+567% +$10.3K ﹤0.01% 340
2023
Q4
$3K Buy
+300
New +$2.38K ﹤0.01% 497

Other funds holding NIO

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

FSA Wealth Management sold out of NIO (NIO) in Q1 2025, closing a stake of 2,100 shares — an estimated $9.16K sold.

FSA Wealth Management first reported a position in NIO in Q4 2023 and held it in 4 quarters. The position peaked at $13.4K in Q3 2024. 413 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • FSA Wealth Management reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • FSA Wealth Management sold 2,100 NIO shares in Q1 2025, an estimated $9.16K.
  • FSA Wealth Management first reported a position in NIO in Q4 2023 and held it in 4 quarters.
  • FSA Wealth Management's NIO position peaked at $13.4K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on FSA Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.