West Family Investments’s NIO NIO Stock Holding History

West Family Investments’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	$161K	Sell	26,742 -15,179	-36%	-$76.6K	0.06%	253
2025 Q4	$214K	Sell	41,921 -1,423	-3%	-$8.78K	0.05%	323
2025 Q3	$330K	Buy	43,344 +4,235	+11%	+$22.8K	0.07%	268
2025 Q2	$134K	Buy	39,109 +19,923	+104%	+$74.2K	0.04%	351
2025 Q1	$73.1K	Hold	19,186	–	–	0.03%	270
2024 Q4	$83.7K	Sell	19,186 -1,508	-7%	-$7.67K	0.03%	281
2024 Q3	$138K	Buy	+20,694	New	+$95.1K	0.05%	281
2024 Q2	–	Sell	-13,669	Closed	-$61.5K	–	267
2024 Q1	$61.5K	Buy	+13,669	New	+$82.4K	0.02%	258
2021 Q4	–	Sell	-5,826	Closed	-$208K	–	361
2021 Q3	$208K	Sell	5,826 -207	-3%	-$8.5K	0.06%	304
2021 Q2	$321K	Buy	+6,033	New	+$242K	0.09%	215

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