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
2023 Q4	–	Sell	-600	Closed	-$5	–	2755
2023 Q3	$5	Buy	+600	New	+$6.68K	﹤0.01%	2627

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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.