Wealth Preservation Advisors’s NIO NIO Stock Holding History

Wealth Preservation 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 Q2	–	Sell	-38	Closed	-$145	–	612
2025 Q1	$145	Buy	+38	New	+$167	﹤0.01%	548

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Preservation Advisors's NIO Position: Q2 2025 in Review

Wealth Preservation Advisors sold out of NIO (NIO) in Q2 2025, closing a stake of 38 shares — an estimated $145 sold.

Wealth Preservation Advisors first reported a position in NIO in Q1 2025 and held it in 1 quarter. The position peaked at $145 in Q1 2025. 382 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

Wealth Preservation Advisors reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
Wealth Preservation Advisors sold 38 NIO shares in Q2 2025, an estimated $145.
Wealth Preservation Advisors first reported a position in NIO in Q1 2025 and held it in 1 quarter.
Wealth Preservation Advisors's NIO position peaked at $145 in Q1 2025.
382 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on Wealth Preservation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.