LWM
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LJI Wealth Management’s NIO NIO Stock Holding History

LJI 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
-22,178
Closed -$76.1K – 202
2025
Q2 		$76.1K Hold
22,178
– – 0.01% 181
2025
Q1 		$84.5K Sell
22,178
-72
-0.3% -$317 0.02% 177
2024
Q4 		$97K Hold
22,250
– – 0.02% 177
2024
Q3 		$149K Hold
22,250
– – 0.03% 186
2024
Q2 		$92.6K Hold
22,250
– – 0.02% 181
2024
Q1 		$100K Hold
22,250
– – 0.03% 148
2023
Q4 		$202K Hold
22,250
– – 0.05% 159
2023
Q3 		$201K Buy
+22,250
New +$248K 0.06% 152

Other funds holding NIO

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
WAM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
GCM
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
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return