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Valeo Financial Advisors’s NIO NIO Stock Holding History

Valeo 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
Q3 		– Sell
-11,512
Closed -$39.5K – 869
2025
Q2 		$39.5K Sell
11,512
-19,952
-63% -$74.4K ﹤0.01% 756
2025
Q1 		$120K Buy
31,464
+19,540
+164% +$86K ﹤0.01% 659
2024
Q4 		$52K Sell
11,924
-3,246
-21% -$16.5K ﹤0.01% 717
2024
Q3 		$101K Buy
15,170
+12
+0.1% +$55 ﹤0.01% 673
2024
Q2 		$63.1K Sell
15,158
-225
-1% -$1.06K ﹤0.01% 636
2024
Q1 		$63.8K Sell
15,383
-5,000
-25% -$30.2K ﹤0.01% 634
2023
Q4 		$185K Buy
20,383
+2,490
+14% +$19.8K 0.01% 595
2023
Q3 		$162K Buy
17,893
+1,293
+8% +$14.4K 0.01% 577
2023
Q2 		$161K Sell
16,600
-8,375
-34% -$70.9K 0.01% 553
2023
Q1 		$262K Buy
24,975
+10,685
+75% +$109K 0.01% 477
2022
Q4 		$139K Sell
14,290
-1,701
-11% -$19.6K 0.01% 501
2022
Q3 		$252K Buy
15,991
+1,268
+9% +$25.1K 0.02% 394
2022
Q2 		$320K Sell
14,723
-30,515
-67% -$560K 0.02% 325
2022
Q1 		$952K Buy
45,238
+32,014
+242% +$754K 0.05% 206
2021
Q4 		$419K Sell
13,224
-900
-6% -$33.1K 0.02% 351
2021
Q3 		$503K Buy
14,124
+3,526
+33% +$145K 0.03% 302
2021
Q2 		$564K Buy
10,598
+471
+5% +$18.9K 0.03% 242
2021
Q1 		$395K Sell
10,127
-825
-8% -$42K 0.02% 311
2020
Q4 		$534K Sell
10,952
-3,109
-22% -$120K 0.03% 239
2020
Q3 		$298K Buy
14,061
+8,780
+166% +$135K 0.03% 257
2020
Q2 		$41K Buy
5,281
+2,281
+76% +$10K ﹤0.01% 799
2020
Q1 		$8K Sell
3,000
-39,500
-93% -$147K ﹤0.01% 1171
2019
Q4 		$171K Buy
42,500
+40,000
+1,600% +$80.4K 0.02% 348
2019
Q3 		$4K Hold
2,500
– – ﹤0.01% 1256
2019
Q2 		$6K Buy
+2,500
New +$10K ﹤0.01% 1159

Other funds holding NIO

AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

Valeo Financial Advisors's NIO Position: Q3 2025 in Review

Valeo Financial Advisors sold out of NIO (NIO) in Q3 2025, closing a stake of 11,512 shares — an estimated $39.5K sold.

Valeo Financial Advisors first reported a position in NIO in Q2 2019 and held it in 25 quarters. The position peaked at $952K in Q1 2022. 410 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

  • Valeo Financial Advisors reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
  • Valeo Financial Advisors sold 11,512 NIO shares in Q3 2025, an estimated $39.5K.
  • Valeo Financial Advisors first reported a position in NIO in Q2 2019 and held it in 25 quarters.
  • Valeo Financial Advisors's NIO position peaked at $952K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on Valeo Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.