Investors Research Corp’s NIO NIO Stock Holding History

Investors Research Corp’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
2026 Q2	$810	Hold	160	–	–	﹤0.01%	742
2026 Q1	$965	Hold	160	–	–	﹤0.01%	769
2025 Q4	$816	Hold	160	–	–	﹤0.01%	796
2025 Q3	$1.22K	Hold	160	–	–	﹤0.01%	804
2025 Q2	$549	Hold	160	–	–	﹤0.01%	881
2025 Q1	$610	Hold	160	–	–	﹤0.01%	910
2024 Q4	$698	Hold	160	–	–	﹤0.01%	892
2024 Q3	$1.07K	Hold	160	–	–	﹤0.01%	906
2024 Q2	$666	Sell	160 -400	-71%	-$1.89K	﹤0.01%	1004
2024 Q1	$2.52K	Hold	560	–	–	﹤0.01%	891
2023 Q4	$5.08K	Hold	560	–	–	﹤0.01%	825
2023 Q3	$5.06K	Hold	560	–	–	﹤0.01%	828
2023 Q2	$5.43K	Hold	560	–	–	﹤0.01%	847
2023 Q1	$5.89K	Hold	560	–	–	﹤0.01%	858
2022 Q4	$5.46K	Hold	560	–	–	﹤0.01%	864
2022 Q3	$9K	Sell	560 -2	-0.4%	-$40	﹤0.01%	767
2022 Q2	$12K	Hold	562	–	–	﹤0.01%	734
2022 Q1	$12K	Buy	562 +10	+2%	+$236	﹤0.01%	738
2021 Q4	$17K	Buy	552 +2	+0.4%	+$73	0.01%	690
2021 Q3	$20K	Buy	550 +400	+267%	+$16.4K	0.01%	676
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	813
2021 Q1	$6K	Hold	150	–	–	﹤0.01%	837
2020 Q4	$7K	Hold	150	–	–	﹤0.01%	900
2020 Q3	$3K	Buy	+150	New	+$2.31K	﹤0.01%	975

Other funds holding NIO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return