AWM
NIO icon

Avior Wealth Management’s NIO NIO Stock Holding History

Avior 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
2025
Q1 		– Sell
-7,233
Closed -$31.5K – 1775
2024
Q4 		$31.5K Sell
7,233
-7,355
-50% -$37.4K ﹤0.01% 1296
2024
Q3 		$97.4K Buy
14,588
+7,510
+106% +$34.5K ﹤0.01% 898
2024
Q2 		$29.4K Buy
7,078
+6,133
+649% +$29K ﹤0.01% 1261
2024
Q1 		$4.25K Buy
945
+429
+83% +$2.59K ﹤0.01% 2118
2023
Q4 		$4.68K Sell
516
-3,100
-86% -$24.6K ﹤0.01% 1162
2023
Q3 		$32.7K Sell
3,616
-4,190
-54% -$46.6K ﹤0.01% 855
2023
Q2 		$75.6K Buy
7,806
+2,367
+44% +$20K ﹤0.01% 679
2023
Q1 		$57.2K Sell
5,439
-1,400
-20% -$14.3K ﹤0.01% 738
2022
Q4 		$66.7K Buy
6,839
+5,851
+592% +$67.4K 0.01% 583
2022
Q3 		$15K Buy
988
+752
+319% +$14.9K ﹤0.01% 789
2022
Q2 		$5K Buy
236
+195
+476% +$3.58K ﹤0.01% 859
2022
Q1 		$0 Sell
41
-5
-11% -$118 ﹤0.01% 1187
2021
Q4 		$1K Sell
46
-174
-79% -$6.39K ﹤0.01% 1039
2021
Q3 		$7K Sell
220
-1,600
-88% -$65.7K ﹤0.01% 812
2021
Q2 		$96K Buy
1,820
+1,020
+128% +$40.9K 0.01% 471
2021
Q1 		$31K Sell
800
-2,348
-75% -$120K ﹤0.01% 573
2020
Q4 		$153K Sell
3,148
-1,000
-24% -$38.7K 0.02% 400
2020
Q3 		$88K Buy
4,148
+1,448
+54% +$22.3K 0.01% 461
2020
Q2 		$20K Buy
2,700
+1,700
+170% +$7.47K ﹤0.01% 576
2020
Q1 		$2K Hold
1,000
– – ﹤0.01% 691
2019
Q4 		$4K Hold
1,000
– – ﹤0.01% 672
2019
Q3 		$1K Buy
+1,000
New +$3.06K ﹤0.01% 736

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Avior Wealth Management's NIO Position: Q1 2025 in Review

Avior Wealth Management sold out of NIO (NIO) in Q1 2025, closing a stake of 7,233 shares — an estimated $31.5K sold.

Avior Wealth Management first reported a position in NIO in Q3 2019 and held it in 22 quarters. The position peaked at $153K in Q4 2020. 413 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • Avior Wealth Management reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 7,233 NIO shares in Q1 2025, an estimated $31.5K.
  • Avior Wealth Management first reported a position in NIO in Q3 2019 and held it in 22 quarters.
  • Avior Wealth Management's NIO position peaked at $153K in Q4 2020.
  • 413 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.