Iron Horse Wealth Management’s NIO NIO Stock Holding History

Iron Horse 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 Q2	$113	Buy	33 +28	+560%	+$104	﹤0.01%	574
2025 Q1	$19	Hold	5	–	–	﹤0.01%	593
2024 Q4	$22	Hold	5	–	–	﹤0.01%	505
2024 Q3	$33	Hold	5	–	–	﹤0.01%	501
2024 Q2	$21	Hold	5	–	–	﹤0.01%	485
2024 Q1	$23	Hold	5	–	–	﹤0.01%	466
2023 Q4	$45	Hold	5	–	–	﹤0.01%	492
2023 Q3	$45	Hold	5	–	–	﹤0.01%	500
2023 Q2	$48	Hold	5	–	–	﹤0.01%	310
2023 Q1	$53	Hold	5	–	–	﹤0.01%	347
2022 Q4	$0	Hold	5	–	–	﹤0.01%	264
2022 Q3	$0	Hold	5	–	–	﹤0.01%	225
2022 Q2	$0	Hold	5	–	–	﹤0.01%	294
2022 Q1	$0	Sell	5 -23	-82%	-$542	﹤0.01%	253
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	198
2021 Q3	$1K	Buy	28 +23	+460%	+$945	﹤0.01%	185
2021 Q2	$0	Hold	5	–	–	﹤0.01%	204
2021 Q1	$0	Buy	+5	New	+$255	﹤0.01%	196

Other funds holding NIO

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return