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Global Wealth Strategies & Associates’s NIO NIO Stock Holding History

Global Wealth Strategies & Associates’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
-302
Closed -$1.32K – 497
2024
Q4 		$1.32K Buy
+302
New +$1.54K ﹤0.01% 344

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

Global Wealth Strategies & Associates's NIO Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of NIO (NIO) in Q1 2025, closing a stake of 302 shares — an estimated $1.32K sold.

Global Wealth Strategies & Associates first reported a position in NIO in Q4 2024 and held it in 1 quarter. The position peaked at $1.32K in Q4 2024. 415 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 302 NIO shares in Q1 2025, an estimated $1.32K.
  • Global Wealth Strategies & Associates first reported a position in NIO in Q4 2024 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's NIO position peaked at $1.32K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.