Synergy Asset Management’s NIO NIO Stock Holding History

Synergy Asset Management’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 Q1	–	Sell	-212	Closed	-$1.42K	–	566
2024 Q4	$1.42K	Buy	+212	New	+$1.08K	﹤0.01%	700

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Synergy Asset Management's NIO Position: Q1 2025 in Review

Synergy Asset Management sold out of NIO (NIO) in Q1 2025, closing a stake of 212 shares — an estimated $1.42K sold.

Synergy Asset Management first reported a position in NIO in Q4 2024 and held it in 1 quarter. The position peaked at $1.42K in Q4 2024. 415 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

Synergy Asset Management reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 212 NIO shares in Q1 2025, an estimated $1.42K.
Synergy Asset Management first reported a position in NIO in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's NIO position peaked at $1.42K in Q4 2024.
415 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.