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Naples Money Management’s NIO NIO Stock Holding History

Naples Money 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
2024
Q3 		$668 Hold
100
– – ﹤0.01% 355
2024
Q2 		$444 Hold
100
– – ﹤0.01% 377
2024
Q1 		$450 Hold
100
– – ﹤0.01% 380
2023
Q4 		$907 Buy
+100
New +$794 ﹤0.01% 377

Other funds holding NIO

Millennium Management
Millennium Management New York $240B 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 $871B 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 $206B 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 $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Naples Money Management's NIO Position: Q3 2024 in Review

Naples Money Management held its NIO (NIO) position steady in Q3 2024 at 100 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Naples Money Management first reported a position in NIO in Q4 2023 and has held it in 4 quarters since. The position peaked at $907 in Q4 2023. 441 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Naples Money Management held 100 shares of NIO worth $668 as of Q3 2024.
  • Naples Money Management left its NIO share count unchanged in Q3 2024.
  • NIO made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #355 holding.
  • Naples Money Management first reported a position in NIO in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's NIO position peaked at $907 in Q4 2023.
  • 441 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.