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

AllSquare 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 Q1	–	Sell	-4	Closed	-$99	–	549
2023 Q4	$99	Hold	4	–	–	﹤0.01%	521
2023 Q3	$177	Sell	4 -3	-43%	-$156	﹤0.01%	521
2023 Q2	$130	Hold	7	–	–	﹤0.01%	545
2023 Q1	$258	Hold	7	–	–	﹤0.01%	525
2022 Q4	$460	Hold	7	–	–	﹤0.01%	497
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	491
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	494
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	473
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	475
2021 Q3	$2K	Hold	7	–	–	﹤0.01%	463
2021 Q2	$4K	Hold	7	–	–	﹤0.01%	446
2021 Q1	$3K	Hold	7	–	–	﹤0.01%	452
2020 Q4	$3K	Buy	7 +4	+133%	+$2.49K	﹤0.01%	417
2020 Q3	$2K	Buy	+3	New	+$3.49K	﹤0.01%	438

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AllSquare Wealth Management's NKLA Position: Q1 2024 in Review

AllSquare Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2024, closing a stake of 4 shares — an estimated $99 sold.

AllSquare Wealth Management first reported a position in NKLA in Q3 2020 and held it in 14 quarters. The position peaked at $4K in Q2 2021. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

AllSquare Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
AllSquare Wealth Management sold 4 Nikola Corporation Common Stock shares in Q1 2024, an estimated $99.
AllSquare Wealth Management first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 14 quarters.
AllSquare Wealth Management's Nikola Corporation Common Stock position peaked at $4K in Q2 2021.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on AllSquare Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.