Optimum Investment Advisors’s NIO NIO Stock Holding History

Optimum Investment 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 Q3	–	Sell	-500	Closed	-$1.72K	–	624
2025 Q2	$1.72K	Hold	500	–	–	﹤0.01%	583
2025 Q1	$1.91K	Hold	500	–	–	﹤0.01%	599
2024 Q4	$2.18K	Hold	500	–	–	﹤0.01%	582
2024 Q3	$3.34K	Hold	500	–	–	﹤0.01%	587
2024 Q2	$2.08K	Hold	500	–	–	﹤0.01%	594
2024 Q1	$2.25K	Hold	500	–	–	﹤0.01%	597
2023 Q4	$4.54K	Hold	500	–	–	﹤0.01%	559
2023 Q3	$4.52K	Hold	500	–	–	﹤0.01%	610
2023 Q2	$4.84K	Hold	500	–	–	﹤0.01%	612
2023 Q1	$5.25K	Hold	500	–	–	﹤0.01%	621
2022 Q4	$4.88K	Sell	500 -150	-23%	-$1.73K	﹤0.01%	630
2022 Q3	$10K	Hold	650	–	–	0.01%	589
2022 Q2	$14K	Hold	650	–	–	0.01%	561
2022 Q1	$14K	Hold	650	–	–	0.01%	608
2021 Q4	$21K	Hold	650	–	–	0.01%	592
2021 Q3	$23K	Sell	650 -310	-32%	-$12.7K	0.01%	581
2021 Q2	$51K	Sell	960 -1,746	-65%	-$69.9K	0.02%	506
2021 Q1	$105K	Buy	2,706 +150	+6%	+$7.64K	0.03%	364
2020 Q4	$125K	Sell	2,556 -444	-15%	-$17.2K	0.04%	321
2020 Q3	$64K	Buy	+3,000	New	+$46.2K	0.02%	402

Other funds holding NIO

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B 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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B 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 Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Optimum Investment Advisors's NIO Position: Q3 2025 in Review

Optimum Investment Advisors sold out of NIO (NIO) in Q3 2025, closing a stake of 500 shares — an estimated $1.72K sold.

Optimum Investment Advisors first reported a position in NIO in Q3 2020 and held it in 20 quarters. The position peaked at $125K in Q4 2020. 408 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

Optimum Investment Advisors reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
Optimum Investment Advisors sold 500 NIO shares in Q3 2025, an estimated $1.72K.
Optimum Investment Advisors first reported a position in NIO in Q3 2020 and held it in 20 quarters.
Optimum Investment Advisors's NIO position peaked at $125K in Q4 2020.
408 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.