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Atria Wealth Solutions’s NIO NIO Stock Holding History

Atria Wealth Solutions’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
2022
Q3 		– Sell
-32,592
Closed -$717K – 1820
2022
Q2 		$717K Buy
+32,592
New +$598K 0.01% 837

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atria Wealth Solutions's NIO Position: Q2 2025 in Review

Atria Wealth Solutions reduced its NIO (NIO) stake by 50% in Q2 2025, selling an estimated $91.9K and leaving 24,262 shares worth $83.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Atria Wealth Solutions first reported a position in NIO in Q1 2022 and has held it in 14 quarters since. The position peaked at $838K in Q1 2022. 383 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

  • Atria Wealth Solutions held 24,262 shares of NIO worth $83.7K as of Q2 2025.
  • Atria Wealth Solutions sold 24,660 NIO shares in Q2 2025, an estimated $91.9K.
  • NIO made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1440 holding.
  • Atria Wealth Solutions first reported a position in NIO in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's NIO position peaked at $838K in Q1 2022.
  • 383 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.