KWA
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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 $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return