KFS
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Kelly Financial Services’s NIO NIO Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-233
Closed -$969 – 531
2024
Q2 		$969 Hold
233
– – ﹤0.01% 655
2024
Q1 		$1.05K Hold
233
– – ﹤0.01% 674
2023
Q4 		$2.11K Hold
233
– – ﹤0.01% 575
2023
Q3 		$2.11K Buy
233
+200
+606% +$2.23K ﹤0.01% 545
2023
Q2 		$320 Hold
33
– – ﹤0.01% 675
2023
Q1 		$347 Hold
33
– – ﹤0.01% 650
2022
Q4 		$322 Hold
33
– – ﹤0.01% 627
2022
Q3 		$520 Hold
33
– – ﹤0.01% 609
2022
Q2 		$717 Buy
+33
New +$606 ﹤0.01% 582
2021
Q3 		– Sell
-11,757
Closed -$221K – 662
2021
Q2 		$221K Buy
+11,757
New +$471K 0.01% 286

Other funds holding NIO

Millennium Management
Millennium Management New York $134B AUM 35.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return