SIA
NIO icon

Schechter Investment Advisors’s NIO NIO Stock Holding History

Schechter Investment 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
Q1 		$54.5K Sell
14,294
-742
-5% -$3.27K ﹤0.01% 590
2024
Q4 		$65.6K Sell
15,036
-191
-1% -$972 0.01% 604
2024
Q3 		$102K Buy
+15,227
New +$70K 0.01% 613

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Schechter Investment Advisors's NIO Position: Q1 2025 in Review

Schechter Investment Advisors reduced its NIO (NIO) stake by 4.9% in Q1 2025, selling an estimated $3.27K and leaving 14,294 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Schechter Investment Advisors first reported a position in NIO in Q3 2024 and has held it in 3 quarters since. The position peaked at $102K in Q3 2024. 411 funds tracked by Wall St. Rank hold NIO as of Q1 2025.

  • Schechter Investment Advisors held 14,294 shares of NIO worth $54.5K as of Q1 2025.
  • Schechter Investment Advisors sold 742 NIO shares in Q1 2025, an estimated $3.27K.
  • NIO made up ﹤0.01% of Schechter Investment Advisors's portfolio in Q1 2025, its #590 holding.
  • Schechter Investment Advisors first reported a position in NIO in Q3 2024 and has held it in 3 quarters since.
  • Schechter Investment Advisors's NIO position peaked at $102K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held NIO as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.