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B. Riley Wealth Advisors’s NIO NIO Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-10,703
Closed -$46.7K – 1384
2024
Q4 		$46.7K Sell
10,703
-1,675
-14% -$8.52K ﹤0.01% 1121
2024
Q3 		$82.8K Sell
12,378
-16,626
-57% -$76.4K ﹤0.01% 1220
2024
Q2 		$121K Sell
29,004
-11,872
-29% -$56.2K ﹤0.01% 1298
2024
Q1 		$370K Buy
40,876
+9,375
+30% +$56.5K 0.01% 945
2023
Q4 		$286K Sell
31,501
-9,375
-23% -$74.4K 0.01% 1074
2023
Q3 		$370K Buy
40,876
+5,900
+17% +$65.7K 0.01% 945
2023
Q2 		$339K Sell
34,976
-10,450
-23% -$88.4K 0.01% 1053
2023
Q1 		$477K Sell
45,426
-1,300
-3% -$13.3K 0.01% 825
2022
Q4 		$456K Sell
46,726
-9,626
-17% -$111K 0.01% 826
2022
Q3 		$889K Sell
56,352
-10,392
-16% -$206K 0.03% 542
2022
Q2 		$1.45M Buy
66,744
+9,583
+17% +$176K 0.06% 314
2022
Q1 		$1.2M Sell
57,161
-7,741
-12% -$182K 0.04% 427
2021
Q4 		$2.06M Sell
64,902
-3,276
-5% -$120K 0.06% 342
2021
Q3 		$2.43M Sell
68,178
-3,949
-5% -$162K 0.08% 289
2021
Q2 		$3.84M Buy
72,127
+8,745
+14% +$350K 0.12% 188
2021
Q1 		$2.47M Buy
63,382
+31,713
+100% +$1.62M 0.09% 265
2020
Q4 		$1.54M Buy
31,669
+9,889
+45% +$383K 0.08% 241
2020
Q3 		$463K Buy
+21,780
New +$335K 0.02% 558
2020
Q2 		– Sell
-28,975
Closed -$81K – 889
2020
Q1 		$81K Buy
+28,975
New +$108K 0.01% 739
2019
Q2 		– Sell
-10,445
Closed -$54K – 817
2019
Q1 		$54K Buy
10,445
+285
+3% +$2.02K 0.01% 720
2018
Q4 		$65K Sell
10,160
-4,800
-32% -$33.4K 0.01% 634
2018
Q3 		$105K Buy
+14,960
New +$123K 0.01% 686

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

B. Riley Wealth Advisors's NIO Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of NIO (NIO) in Q1 2025, closing a stake of 10,703 shares — an estimated $46.7K sold.

B. Riley Wealth Advisors first reported a position in NIO in Q3 2018 and held it in 22 quarters. The position peaked at $3.84M in Q2 2021. 413 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,703 NIO shares in Q1 2025, an estimated $46.7K.
  • B. Riley Wealth Advisors first reported a position in NIO in Q3 2018 and held it in 22 quarters.
  • B. Riley Wealth Advisors's NIO position peaked at $3.84M in Q2 2021.
  • 413 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.