CAIM
NIO icon

Catherine Avery Investment Management’s NIO NIO Stock Holding History

Catherine Avery Investment 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
2025
Q2 		– Sell
-1,000
Closed -$3.81K – 171
2025
Q1 		$3.81K Hold
1,000
– – ﹤0.01% 122
2024
Q4 		$4.36K Buy
+1,000
New +$5.09K ﹤0.01% 117

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Catherine Avery Investment Management's NIO Position: Q2 2025 in Review

Catherine Avery Investment Management sold out of NIO (NIO) in Q2 2025, closing a stake of 1,000 shares — an estimated $3.81K sold.

Catherine Avery Investment Management first reported a position in NIO in Q4 2024 and held it in 2 quarters. The position peaked at $4.36K in Q4 2024. 382 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

  • Catherine Avery Investment Management reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
  • Catherine Avery Investment Management sold 1,000 NIO shares in Q2 2025, an estimated $3.81K.
  • Catherine Avery Investment Management first reported a position in NIO in Q4 2024 and held it in 2 quarters.
  • Catherine Avery Investment Management's NIO position peaked at $4.36K in Q4 2024.
  • 382 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on Catherine Avery Investment Management's 13F filing for Q2 2025, filed 5 Jan 2026.