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 $564B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Renaissance Technologies

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

Legal & General Group

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

Bank of America

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

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return