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Plante Moran Financial Advisors’s NIO NIO Stock Holding History

Plante Moran Financial 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 		– Sell
-2,000
Closed -$10.2K – 831
2025
Q4 		$10.2K Sell
2,000
-100
-5% -$617 ﹤0.01% 553
2025
Q3 		$16K Hold
2,100
– – ﹤0.01% 494
2025
Q2 		$7.2K Buy
2,100
+100
+5% +$373 ﹤0.01% 605
2025
Q1 		$7.62K Hold
2,000
– – ﹤0.01% 606
2024
Q4 		$8.72K Hold
2,000
– – ﹤0.01% 598
2024
Q3 		$13.4K Hold
2,000
– – ﹤0.01% 578
2024
Q2 		$8.32K Sell
2,000
-400
-17% -$1.89K ﹤0.01% 597
2024
Q1 		$10.8K Hold
2,400
– – ﹤0.01% 594
2023
Q4 		$21.8K Hold
2,400
– – ﹤0.01% 443
2023
Q3 		$21.7K Sell
2,400
-190
-7% -$2.12K ﹤0.01% 421
2023
Q2 		$25.1K Buy
2,590
+190
+8% +$1.61K ﹤0.01% 400
2023
Q1 		$25.2K Hold
2,400
– – ﹤0.01% 403
2022
Q4 		$23.4K Sell
2,400
-2,000
-45% -$23K ﹤0.01% 435
2022
Q3 		$69K Hold
4,400
– – 0.01% 264
2022
Q2 		$96K Buy
4,400
+2,000
+83% +$36.7K 0.02% 218
2022
Q1 		$51K Buy
2,400
+2,000
+500% +$47.1K 0.01% 332
2021
Q4 		$13K Hold
400
– – ﹤0.01% 642
2021
Q3 		$14K Hold
400
– – ﹤0.01% 637
2021
Q2 		$21K Hold
400
– – 0.01% 550
2021
Q1 		$16K Buy
400
+300
+300% +$15.3K ﹤0.01% 568
2020
Q4 		$5K Buy
+100
New +$3.87K ﹤0.01% 700

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Morgan Stanley
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
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
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