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Willis Johnson & Associates’s NIO NIO Stock Holding History

Willis Johnson & Associates’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
-700,000
Closed -$6.35M – 162
2023
Q4 		$6.35M Buy
+700,000
New +$5.56M 0.58% 32
2021
Q3 		– Sell
-5,000
Closed -$266K – 102
2021
Q2 		$266K Buy
+5,000
New +$200K 0.04% 74

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

Willis Johnson & Associates's NIO Position: Q1 2024 in Review

Willis Johnson & Associates sold out of NIO (NIO) in Q1 2024, closing a stake of 276 shares — an estimated $2.5K sold.

Willis Johnson & Associates first reported a position in NIO in Q2 2021 and held it in 2 quarters. The position peaked at $214K in Q2 2021. 484 funds tracked by Wall St. Rank hold NIO as of Q1 2024.

  • Willis Johnson & Associates reported no remaining NIO position as of Q1 2024 after selling out during the quarter.
  • Willis Johnson & Associates sold 276 NIO shares in Q1 2024, an estimated $2.5K.
  • Willis Johnson & Associates first reported a position in NIO in Q2 2021 and held it in 2 quarters.
  • Willis Johnson & Associates's NIO position peaked at $214K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held NIO as of Q1 2024.

Based on Willis Johnson & Associates's 13F filing for Q1 2024, filed 19 Apr 2024.