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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 – 526
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
-221
Closed -$11.8K – 662
2021
Q2 		$11.8K Buy
+221
New +$8.85K 0.01% 321

Other funds holding NIO

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kelly Financial Services's NIO Position: Q3 2024 in Review

Kelly Financial Services sold out of NIO (NIO) in Q3 2024, closing a stake of 233 shares — an estimated $969 sold.

Kelly Financial Services first reported a position in NIO in Q2 2021 and held it in 10 quarters. The position peaked at $11.8K in Q2 2021. 441 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Kelly Financial Services reported no remaining NIO position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 233 NIO shares in Q3 2024, an estimated $969.
  • Kelly Financial Services first reported a position in NIO in Q2 2021 and held it in 10 quarters.
  • Kelly Financial Services's NIO position peaked at $11.8K in Q2 2021.
  • 441 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.