CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s NIO NIO Stock Holding History

CAPTRUST Financial 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
Q2 		– Sell
-10,651
Closed -$40.6K – 2569
2025
Q1 		$40.6K Buy
+10,651
New +$46.9K ﹤0.01% 2294
2024
Q2 		– Sell
-10,939
Closed -$49.2K – 2234
2024
Q1 		$49.2K Sell
10,939
-4,680
-30% -$28.2K ﹤0.01% 2088
2023
Q4 		$142K Sell
15,619
-1,049
-6% -$8.33K ﹤0.01% 2477
2023
Q3 		$151K Buy
16,668
+1,630
+11% +$18.1K ﹤0.01% 2362
2023
Q2 		$146K Sell
15,038
-1,538
-9% -$13K ﹤0.01% 2332
2023
Q1 		$174K Buy
16,576
+4,717
+40% +$48.2K ﹤0.01% 2080
2022
Q4 		$116K Buy
11,859
+710
+6% +$8.18K ﹤0.01% 2038
2022
Q3 		$176K Sell
11,149
-1,046
-9% -$20.7K ﹤0.01% 1846
2022
Q2 		$265K Buy
12,195
+546
+5% +$10K ﹤0.01% 1498
2022
Q1 		$245K Buy
11,649
+2,896
+33% +$68.2K ﹤0.01% 1584
2021
Q4 		$277K Buy
8,753
+2,656
+44% +$97.6K ﹤0.01% 1436
2021
Q3 		$217K Sell
6,097
-1,462
-19% -$60.1K ﹤0.01% 1497
2021
Q2 		$402K Buy
7,559
+597
+9% +$23.9K ﹤0.01% 1087
2021
Q1 		$271K Buy
6,962
+1,462
+27% +$74.5K ﹤0.01% 1289
2020
Q4 		$268K Buy
5,500
+1,400
+34% +$54.2K ﹤0.01% 1076
2020
Q3 		$89K Buy
4,100
+2,600
+173% +$40K ﹤0.01% 1384
2020
Q2 		$12K Buy
+1,500
New +$6.59K ﹤0.01% 2120

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