AWM
NKLA

AE Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

AE Wealth Management’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-968
Closed -$30.2K – 1292
2024
Q1 		$30.2K Buy
+968
New +$20.8K ﹤0.01% 1136
2023
Q3 		– Sell
-1,354
Closed -$56K – 2091
2023
Q2 		$56K Buy
+1,354
New +$37.3K ﹤0.01% 1834

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

AE Wealth Management's NKLA Position: Q2 2024 in Review

AE Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 968 shares — an estimated $30.2K sold.

AE Wealth Management first reported a position in NKLA in Q2 2023 and held it in 2 quarters. The position peaked at $56K in Q2 2023. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • AE Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • AE Wealth Management sold 968 Nikola Corporation Common Stock shares in Q2 2024, an estimated $30.2K.
  • AE Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2023 and held it in 2 quarters.
  • AE Wealth Management's Nikola Corporation Common Stock position peaked at $56K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on AE Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.