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Lee Financial’s NIO NIO Stock Holding History

Lee Financial’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
Q1 		– Sell
-400
Closed -$3.63K – 589
2023
Q4 		$3.63K Buy
+400
New +$3.17K ﹤0.01% 610

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Financial's NIO Position: Q1 2024 in Review

Lee Financial sold out of NIO (NIO) in Q1 2024, closing a stake of 400 shares — an estimated $3.63K sold.

Lee Financial first reported a position in NIO in Q4 2023 and held it in 1 quarter. The position peaked at $3.63K in Q4 2023. 484 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Lee Financial reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 400 NIO shares in Q1 2024, an estimated $3.63K.
  • Lee Financial first reported a position in NIO in Q4 2023 and held it in 1 quarter.
  • Lee Financial's NIO position peaked at $3.63K in Q4 2023.
  • 484 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.