PSI Advisors’s NIO NIO Stock Holding History

PSI 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 Q2	–	Sell	-10,428	Closed	-$39.7K	–	476
2025 Q1	$39.7K	Sell	10,428 -650	-6%	-$2.86K	0.01%	267
2024 Q4	$48.3K	Hold	11,078	–	–	0.01%	280
2024 Q3	$74K	Hold	11,078	–	–	0.02%	220
2024 Q2	$46.1K	Hold	11,078	–	–	0.01%	269
2024 Q1	$49.9K	Buy	11,078 +1,000	+10%	+$6.03K	0.02%	249
2023 Q4	$91.4K	Hold	10,078	–	–	0.03%	193
2023 Q3	$91.1K	Hold	10,078	–	–	0.04%	180
2023 Q2	$97.7K	Buy	10,078 +300	+3%	+$2.54K	0.04%	173
2023 Q1	$103K	Hold	9,778	–	–	0.05%	157
2022 Q4	$95.3K	Buy	9,778 +800	+9%	+$9.22K	0.05%	154
2022 Q3	$142K	Hold	8,978	–	–	0.07%	137
2022 Q2	$195K	Buy	8,978 +495	+6%	+$9.08K	0.1%	124
2022 Q1	$178K	Buy	8,483 +105	+1%	+$2.47K	0.07%	146
2021 Q4	$265K	Sell	8,378 -200	-2%	-$7.35K	0.11%	131
2021 Q3	$306K	Buy	8,578 +500	+6%	+$20.5K	0.14%	114
2021 Q2	$429K	Hold	8,078	–	–	0.23%	86
2021 Q1	$314K	Buy	8,078 +100	+1%	+$5.1K	0.19%	100
2020 Q4	$388K	Buy	+7,978	New	+$309K	0.27%	83
2020 Q1	–	Sell	-500	Closed	-$2K	–	418
2019 Q4	$2K	Buy	+500	New	+$1K	﹤0.01%	618

Other funds holding NIO

UBS Group Zurich, Switzerland $564B AUM 30.12% 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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

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