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U.S. Capital Wealth Advisors’s NIO NIO Stock Holding History

U.S. Capital Wealth 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
Q3 		– Sell
-21,348
Closed -$73.2K – 961
2025
Q2 		$73.2K Buy
21,348
+2,270
+12% +$8.46K ﹤0.01% 874
2025
Q1 		$72.7K Buy
19,078
+6,990
+58% +$30.8K ﹤0.01% 825
2024
Q4 		$52.7K Buy
+12,088
New +$61.5K ﹤0.01% 798
2023
Q1 		– Sell
-650
Closed -$6.34K – 1205
2022
Q4 		$6.34K Buy
+650
New +$7.49K ﹤0.01% 1344

Other funds holding NIO

AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return