CAPTRUST Financial Advisors
NIO icon

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

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAPTRUST Financial Advisors's NIO Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of NIO (NIO) in Q2 2025, closing a stake of 10,651 shares — an estimated $40.6K sold.

CAPTRUST Financial Advisors first reported a position in NIO in Q2 2020 and held it in 17 quarters. The position peaked at $402K in Q2 2021. 385 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,651 NIO shares in Q2 2025, an estimated $40.6K.
  • CAPTRUST Financial Advisors first reported a position in NIO in Q2 2020 and held it in 17 quarters.
  • CAPTRUST Financial Advisors's NIO position peaked at $402K in Q2 2021.
  • 385 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.