Quintet Private Bank (Europe)’s NIO NIO Stock Holding History

Quintet Private Bank (Europe)’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 Q2	$75.9K	Sell	15,000 -5,000	-25%	-$29.1K	﹤0.01%	128
2026 Q1	$121K	Sell	20,000 -3,000	-13%	-$15.1K	0.01%	117
2025 Q4	$117K	Sell	23,000 -11,000	-32%	-$67.9K	0.01%	124
2025 Q3	$259K	Sell	34,000 -2,300	-6%	-$12.4K	0.01%	104
2025 Q2	$125K	Hold	36,300	–	–	0.01%	122
2025 Q1	$138K	Hold	36,300	–	–	0.01%	122
2024 Q4	$158K	Sell	36,300 -4,419	-11%	-$22.5K	0.01%	124
2024 Q3	$272K	Sell	40,719 -22,173	-35%	-$102K	0.02%	106
2024 Q2	$321K	Sell	62,892 -43,106	-41%	-$204K	0.02%	101
2024 Q1	$568K	Buy	105,998 +97,998	+1,225%	+$591K	0.03%	104
2023 Q4	$72.6K	Sell	8,000 -13,041	-62%	-$104K	﹤0.01%	144
2023 Q3	$190K	Sell	21,041 -514	-2%	-$5.72K	0.01%	128
2023 Q2	$216K	Sell	21,555 -8,077	-27%	-$68.4K	0.01%	146
2023 Q1	$311K	Buy	+29,632	New	+$303K	0.02%	127
2022 Q2	$216K	Buy	+21,555	New	+$396K	0.01%	146

Other funds holding NIO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return