IHT Wealth Management’s NIO NIO Stock Holding History

IHT 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 Q3	–	Sell	-33,494	Closed	-$115K	–	1209
2025 Q2	$115K	Sell	33,494 -36,455	-52%	-$136K	﹤0.01%	1118
2025 Q1	$267K	Buy	69,949 +56,860	+434%	+$250K	0.01%	910
2024 Q4	$57.1K	Buy	+13,089	New	+$66.6K	﹤0.01%	1060
2024 Q3	–	Sell	-10,947	Closed	-$45.5K	–	1172
2024 Q2	$45.5K	Sell	10,947 -710	-6%	-$3.36K	﹤0.01%	1007
2024 Q1	$52.5K	Sell	11,657 -1,763	-13%	-$10.6K	﹤0.01%	993
2023 Q4	$122K	Buy	13,420 +140	+1%	+$1.11K	0.01%	939
2023 Q3	$120K	Sell	13,280 -66	-0.5%	-$735	0.01%	916
2023 Q2	$129K	Sell	13,346 -1,216	-8%	-$10.3K	0.01%	917
2023 Q1	$153K	Sell	14,562 -398	-3%	-$4.07K	0.01%	881
2022 Q4	$146K	Buy	14,960 +3,449	+30%	+$39.7K	0.01%	845
2022 Q3	$182K	Buy	11,511 +42	+0.4%	+$831	0.01%	788
2022 Q2	$249K	Buy	11,469 +1,693	+17%	+$31.1K	0.02%	591
2022 Q1	$206K	Sell	9,776 -235	-2%	-$5.54K	0.02%	705
2021 Q4	$317K	Sell	10,011 -5	-0%	-$184	0.02%	585
2021 Q3	$357K	Sell	10,016 -4,183	-29%	-$172K	0.03%	541
2021 Q2	$755K	Buy	14,199 +285	+2%	+$11.4K	0.05%	397
2021 Q1	$542K	Sell	13,914 -3,165	-19%	-$161K	0.04%	429
2020 Q4	$832K	Buy	+17,079	New	+$661K	0.07%	272

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