Raymond James Trust’s NIO NIO Stock Holding History

Raymond James Trust’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
2021 Q4	–	Sell	-5,950	Closed	-$212K	–	1210
2021 Q3	$212K	Hold	5,950	–	–	0.01%	1038
2021 Q2	$317K	Hold	5,950	–	–	0.01%	837
2021 Q1	$232K	Hold	5,950	–	–	0.01%	953
2020 Q4	$290K	Buy	+5,950	New	+$230K	0.01%	790
2019 Q4	–	Sell	-26,390	Closed	-$41K	–	977
2019 Q3	$41K	Hold	26,390	–	–	﹤0.01%	934
2019 Q2	$67K	Sell	26,390 -600	-2%	-$2.41K	﹤0.01%	897
2019 Q1	$138K	Buy	26,990 +600	+2%	+$4.25K	0.01%	830
2018 Q4	$168K	Buy	+26,390	New	+$184K	0.01%	754

Other funds holding NIO

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Raymond James Trust's NIO Position: Q4 2021 in Review

Raymond James Trust sold out of NIO (NIO) in Q4 2021, closing a stake of 5,950 shares — an estimated $212K sold.

Raymond James Trust first reported a position in NIO in Q4 2018 and held it in 8 quarters. The position peaked at $317K in Q2 2021. 605 funds tracked by Wall St. Rank hold NIO as of Q4 2021.

Raymond James Trust reported no remaining NIO position as of Q4 2021 after selling out during the quarter.
Raymond James Trust sold 5,950 NIO shares in Q4 2021, an estimated $212K.
Raymond James Trust first reported a position in NIO in Q4 2018 and held it in 8 quarters.
Raymond James Trust's NIO position peaked at $317K in Q2 2021.
605 funds tracked by Wall St. Rank held NIO as of Q4 2021.

Based on Raymond James Trust's 13F filing for Q4 2021, filed 31 Jan 2022.