Redwood Wealth Management Group’s NIO NIO Stock Holding History

Redwood Wealth Management Group’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	$332K	Sell	55,062 -6,283	-10%	-$31.7K	0.14%	121
2025 Q4	$313K	Sell	61,345 -4,439	-7%	-$27.4K	0.13%	125
2025 Q3	$501K	Sell	65,784 -3,422	-5%	-$18.4K	0.21%	102
2025 Q2	$237K	Buy	69,206 +3,215	+5%	+$12K	0.11%	161
2025 Q1	$251K	Sell	65,991 -351	-0.5%	-$1.54K	0.13%	139
2024 Q4	$290K	Buy	66,342 +14,640	+28%	+$74.5K	0.14%	128
2024 Q3	$345K	Sell	51,702 -2,650	-5%	-$12.2K	0.17%	117
2024 Q2	$226K	Buy	54,352 +720	+1%	+$3.41K	0.17%	108
2024 Q1	$241K	Buy	53,632 +3,450	+7%	+$20.8K	0.26%	101
2023 Q4	$455K	Buy	50,182 +2,745	+6%	+$21.8K	0.5%	60
2023 Q3	$429K	Buy	47,437 +3,595	+8%	+$40K	0.5%	63
2023 Q2	$425K	Buy	43,842 +4,530	+12%	+$38.3K	0.47%	63
2023 Q1	$413K	Buy	39,312 +3,628	+10%	+$37.1K	0.47%	63
2022 Q4	$348K	Buy	+35,684	New	+$411K	0.43%	66

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