Capital Advisors Inc’s NIO NIO Stock Holding History

Capital Advisors Inc’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	-25,300	Closed	-$110K	–	322
2024 Q4	$110K	Buy	+25,300	New	+$129K	﹤0.01%	299

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Capital Advisors Inc's NIO Position: Q1 2025 in Review

Capital Advisors Inc sold out of NIO (NIO) in Q1 2025, closing a stake of 25,300 shares — an estimated $110K sold.

Capital Advisors Inc first reported a position in NIO in Q4 2024 and held it in 1 quarter. The position peaked at $110K in Q4 2024. 411 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

Capital Advisors Inc reported no remaining NIO position as of Q1 2025 after selling out during the quarter.
Capital Advisors Inc sold 25,300 NIO shares in Q1 2025, an estimated $110K.
Capital Advisors Inc first reported a position in NIO in Q4 2024 and held it in 1 quarter.
Capital Advisors Inc's NIO position peaked at $110K in Q4 2024.
411 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Capital Advisors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.