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Raymond James Financial Services Advisors’s NIO NIO Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$2.73M Buy
408,872
+46,317
+13% +$213K ﹤0.01% 1558
2024
Q2 		$1.51M Buy
362,555
+27,719
+8% +$131K ﹤0.01% 1833
2024
Q1 		$1.51M Buy
334,836
+20,716
+7% +$125K ﹤0.01% 1805
2023
Q4 		$2.85M Buy
314,120
+22,168
+8% +$176K ﹤0.01% 1380
2023
Q3 		$2.64M Buy
291,952
+66,279
+29% +$738K ﹤0.01% 1347
2023
Q2 		$2.19M Buy
225,673
+80,591
+56% +$682K ﹤0.01% 1456
2023
Q1 		$1.52M Buy
145,082
+29,924
+26% +$306K ﹤0.01% 1651
2022
Q4 		$1.12M Sell
115,158
-5,124
-4% -$59K ﹤0.01% 1766
2022
Q3 		$1.9M Sell
120,282
-43,689
-27% -$865K ﹤0.01% 1446
2022
Q2 		$3.56M Buy
163,971
+18,013
+12% +$331K 0.01% 1097
2022
Q1 		$3.07M Buy
145,958
+570
+0.4% +$13.4K 0.01% 1256
2021
Q4 		$4.61M Sell
145,388
-12,828
-8% -$471K 0.01% 1052
2021
Q3 		$5.64M Sell
158,216
-23,862
-13% -$980K 0.01% 908
2021
Q2 		$9.69M Buy
182,078
+22,535
+14% +$903K 0.02% 672
2021
Q1 		$6.22M Buy
159,543
+47,203
+42% +$2.41M 0.01% 797
2020
Q4 		$5.47M Buy
112,340
+33,117
+42% +$1.28M 0.01% 798
2020
Q3 		$1.68M Buy
79,223
+50,981
+181% +$785K ﹤0.01% 1262
2020
Q2 		$218K Sell
28,242
-358
-1% -$1.57K ﹤0.01% 2441
2020
Q1 		$80K Sell
28,600
-18,449
-39% -$68.7K ﹤0.01% 2268
2019
Q4 		$189K Sell
47,049
-9,921
-17% -$19.9K ﹤0.01% 2591
2019
Q3 		$89K Buy
56,970
+17,708
+45% +$54.2K ﹤0.01% 2652
2019
Q2 		$100K Buy
39,262
+6,939
+21% +$27.9K ﹤0.01% 2683
2019
Q1 		$165K Buy
+32,323
New +$229K ﹤0.01% 2544

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

Raymond James Financial Services Advisors's NIO Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its NIO (NIO) stake by 13% in Q3 2024, buying an estimated $213K and bringing the position to 408,872 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Raymond James Financial Services Advisors first reported a position in NIO in Q1 2019 and has held it in 23 quarters since. The position peaked at $9.69M in Q2 2021. 441 funds tracked by Wall St. Rank hold NIO as of Q3 2024.

  • Raymond James Financial Services Advisors held 408,872 shares of NIO worth $2.73M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 46,317 NIO shares in Q3 2024, an estimated $213K.
  • NIO made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1558 holding.
  • Raymond James Financial Services Advisors first reported a position in NIO in Q1 2019 and has held it in 23 quarters since.
  • Raymond James Financial Services Advisors's NIO position peaked at $9.69M in Q2 2021.
  • 441 funds tracked by Wall St. Rank held NIO as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.