Capital Advisors Wealth Management’s NIO NIO Stock Holding History

Capital Advisors 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	-11,511	Closed	-$76.9K	–	180
2024 Q3	$76.9K	Hold	11,511	–	–	0.01%	166
2024 Q2	$47.9K	Hold	11,511	–	–	0.01%	160
2024 Q1	$51.8K	Sell	11,511 -5	-0%	-$30	0.01%	157
2023 Q4	$104K	Buy	11,516 +5	+0%	+$40	0.02%	142
2023 Q3	$104K	Hold	11,511	–	–	0.03%	132
2023 Q2	$112K	Sell	11,511 -135	-1%	-$1.14K	0.03%	135
2023 Q1	$122K	Hold	11,646	–	–	0.03%	134
2022 Q4	$114K	Hold	11,646	–	–	0.03%	128
2022 Q3	$184K	Hold	11,646	–	–	0.06%	113
2022 Q2	$253K	Hold	11,646	–	–	0.08%	98
2022 Q1	$245K	Buy	+11,646	New	+$274K	0.08%	104

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

Capital Advisors Wealth Management's NIO Position: Q4 2024 in Review

Capital Advisors Wealth Management sold out of NIO (NIO) in Q4 2024, closing a stake of 11,511 shares — an estimated $76.9K sold.

Capital Advisors Wealth Management first reported a position in NIO in Q1 2022 and held it in 11 quarters. The position peaked at $253K in Q2 2022. 431 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

Capital Advisors Wealth Management reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
Capital Advisors Wealth Management sold 11,511 NIO shares in Q4 2024, an estimated $76.9K.
Capital Advisors Wealth Management first reported a position in NIO in Q1 2022 and held it in 11 quarters.
Capital Advisors Wealth Management's NIO position peaked at $253K in Q2 2022.
431 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on Capital Advisors Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.