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Kingswood Wealth Advisors’s NIO NIO Stock Holding History

Kingswood Wealth Advisors’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
-18,155
Closed -$79.2K – 793
2024
Q4 		$79.2K Buy
+18,155
New +$92.4K 0.01% 763
2024
Q3 		– Sell
-51,733
Closed -$215K – 725
2024
Q2 		$215K Buy
51,733
+524
+1% +$2.48K 0.02% 614
2024
Q1 		$230K Sell
51,209
-25,404
-33% -$153K 0.03% 550
2023
Q4 		$695K Sell
76,613
-13,539
-15% -$107K 0.08% 273
2023
Q3 		$815K Buy
+90,152
New +$1M 0.14% 173

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

Kingswood Wealth Advisors's NIO Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of NIO (NIO) in Q1 2025, closing a stake of 18,155 shares — an estimated $79.2K sold.

Kingswood Wealth Advisors first reported a position in NIO in Q3 2023 and held it in 5 quarters. The position peaked at $815K in Q3 2023. 415 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 18,155 NIO shares in Q1 2025, an estimated $79.2K.
  • Kingswood Wealth Advisors first reported a position in NIO in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's NIO position peaked at $815K in Q3 2023.
  • 415 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.