Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-29,800
Closed -$341K 3840
2020
Q3
$341K Sell
29,800
-200
-0.7% -$3.08K ﹤0.01% 2873
2020
Q2
$34K Buy
+30,000
New +$132K ﹤0.01% 3412

Other funds holding NIO

Raymond James & Associates's NIO Position: Q3 2024 in Review

Raymond James & Associates increased its NIO (NIO) stake by 10% in Q3 2024, buying an estimated $27K and bringing the position to 63,578 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Raymond James & Associates first reported a position in NIO in Q4 2018 and has held it in 24 quarters since. The position peaked at $13.7M in Q2 2021. 441 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Raymond James & Associates held 63,578 shares of NIO worth $425K as of Q3 2024.
  • Raymond James & Associates bought 5,872 NIO shares in Q3 2024, an estimated $27K.
  • NIO made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3199 holding.
  • Raymond James & Associates first reported a position in NIO in Q4 2018 and has held it in 24 quarters since.
  • Raymond James & Associates's NIO position peaked at $13.7M in Q2 2021.
  • 441 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.