Paces Ferry Wealth Advisors’s NIO NIO Stock Holding History

Paces Ferry 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
2026 Q1	$122K	Hold	20,155	–	–	0.05%	129
2025 Q4	$103K	Hold	20,155	–	–	0.04%	129
2025 Q3	$154K	Hold	20,155	–	–	0.06%	125
2025 Q2	$69.1K	Hold	20,155	–	–	0.03%	120
2025 Q1	$76.8K	Hold	20,155	–	–	0.04%	121
2024 Q4	$87.9K	Hold	20,155	–	–	0.04%	129
2024 Q3	$135K	Hold	20,155	–	–	0.08%	118
2024 Q2	$83.8K	Hold	20,155	–	–	0.05%	112
2024 Q1	$90.7K	Hold	20,155	–	–	0.06%	110
2023 Q4	$183K	Hold	20,155	–	–	0.13%	106
2023 Q3	$182K	Hold	20,155	–	–	0.14%	100
2023 Q2	$195K	Buy	20,155 +2,000	+11%	+$16.9K	0.15%	105
2023 Q1	$191K	Buy	18,155 +1,200	+7%	+$12.3K	0.15%	110
2022 Q4	$165K	Buy	16,955 +2,353	+16%	+$27.1K	0.16%	107
2022 Q3	$230K	Buy	14,602 +2,444	+20%	+$48.4K	0.25%	83
2022 Q2	$264K	Buy	12,158 +1,000	+9%	+$18.3K	0.26%	83
2022 Q1	$235K	Buy	+11,158	New	+$263K	0.19%	103

Other funds holding NIO

D.E. Shaw & Co New York $127B AUM 43.98% 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

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

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