WhitTier Trust Company’s NIO NIO Stock Holding History

WhitTier Trust Company’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 Q4	–	Sell	-7,450	Closed	-$49.8K	–	1388
2024 Q3	$49.8K	Hold	7,450	–	–	﹤0.01%	760
2024 Q2	$31K	Hold	7,450	–	–	﹤0.01%	799
2024 Q1	$33.5K	Hold	7,450	–	–	﹤0.01%	751
2023 Q4	$67.6K	Hold	7,450	–	–	﹤0.01%	624
2023 Q3	$67.3K	Hold	7,450	–	–	﹤0.01%	597
2023 Q2	$72.2K	Hold	7,450	–	–	﹤0.01%	610
2023 Q1	$78.3K	Hold	7,450	–	–	﹤0.01%	591
2022 Q4	$72.6K	Hold	7,450	–	–	﹤0.01%	605
2022 Q3	$117K	Hold	7,450	–	–	0.01%	534
2022 Q2	$162K	Hold	7,450	–	–	0.01%	487
2022 Q1	$157K	Hold	7,450	–	–	0.01%	497
2021 Q4	$236K	Hold	7,450	–	–	0.01%	447
2021 Q3	$265K	Buy	+7,450	New	+$306K	0.01%	422

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WhitTier Trust Company's NIO Position: Q4 2024 in Review

WhitTier Trust Company sold out of NIO (NIO) in Q4 2024, closing a stake of 7,450 shares — an estimated $49.8K sold.

WhitTier Trust Company first reported a position in NIO in Q3 2021 and held it in 13 quarters. The position peaked at $265K in Q3 2021. 431 funds tracked by Wall St. Rank hold NIO as of Q4 2024.

WhitTier Trust Company reported no remaining NIO position as of Q4 2024 after selling out during the quarter.
WhitTier Trust Company sold 7,450 NIO shares in Q4 2024, an estimated $49.8K.
WhitTier Trust Company first reported a position in NIO in Q3 2021 and held it in 13 quarters.
WhitTier Trust Company's NIO position peaked at $265K in Q3 2021.
431 funds tracked by Wall St. Rank held NIO as of Q4 2024.

Based on WhitTier Trust Company's 13F filing for Q4 2024, filed 11 Feb 2025.