Avaii Wealth Management’s NIO NIO Stock Holding History

Avaii Wealth Management’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
2024 Q4	–	Sell	-42,671	Closed	-$285K	–	141
2024 Q3	$285K	Buy	+42,671	New	+$196K	0.14%	101
2024 Q1	–	Sell	-61,461	Closed	-$557K	–	147
2023 Q4	$557K	Buy	+61,461	New	+$488K	0.36%	61
2023 Q3	–	Sell	-66,650	Closed	-$646K	–	151
2023 Q2	$646K	Buy	+66,650	New	+$564K	0.5%	46

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Avaii Wealth Management's NIO Position: Q4 2024 in Review

Avaii Wealth Management sold out of NIO (NIO) in Q4 2024, closing a stake of 42,671 shares — an estimated $285K sold.

Avaii Wealth Management first reported a position in NIO in Q2 2023 and held it in 3 quarters. The position peaked at $646K in Q2 2023. 429 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Avaii Wealth Management reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Avaii Wealth Management sold 42,671 NIO shares in Q4 2024, an estimated $285K.
Avaii Wealth Management first reported a position in NIO in Q2 2023 and held it in 3 quarters.
Avaii Wealth Management's NIO position peaked at $646K in Q2 2023.
429 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Avaii Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.