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Wealth Enhancement Advisory Services’s
NIO
NIO
Stock Holding History
Wealth Enhancement Advisory Services’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
–
Sell
-15,612
Closed
-$74.6K
–
3784
2025
Q4
$74.6K
Sell
15,612
-531
-3%
-$3.28K
﹤0.01%
3487
2025
Q3
$121K
Buy
16,143
+306
+2%
+$1.65K
﹤0.01%
3289
2025
Q2
$55.6K
Buy
15,837
+1,235
+8%
+$4.6K
﹤0.01%
3216
2025
Q1
$55.6K
Sell
14,602
-5,315
-27%
-$23.4K
﹤0.01%
2839
2024
Q4
$86.8K
Sell
19,917
-15,010
-43%
-$76.4K
﹤0.01%
2821
2024
Q3
$233K
Sell
34,927
-1,229
-3%
-$5.65K
﹤0.01%
2353
2024
Q2
$150K
Buy
36,156
+4,902
+16%
+$23.2K
﹤0.01%
2344
2024
Q1
$141K
Sell
31,254
-17,865
-36%
-$108K
﹤0.01%
2259
2023
Q4
$446K
Buy
49,119
+3,453
+8%
+$27.4K
﹤0.01%
1578
2023
Q3
$413K
Buy
+45,666
New
+$508K
﹤0.01%
1545
Other funds holding NIO
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$127B AUM
43.98%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
AMH
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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