Arkadios Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-30	Closed	-$9K	–	1842
2021 Q3	$9K	Sell	30 -27	-47%	-$9.45K	﹤0.01%	1479
2021 Q2	$30K	Sell	57 -2	-3%	-$833	﹤0.01%	1130
2021 Q1	$24K	Sell	59 -261	-82%	-$149K	﹤0.01%	926
2020 Q4	$146K	Sell	320 -41	-11%	-$25.5K	0.03%	372
2020 Q3	$211K	Buy	361 +108	+43%	+$126K	0.11%	168
2020 Q2	$404K	Buy	+253	New	+$244K	0.22%	110

Other funds holding NKLA

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

Norges Bank Oslo, Norway $935B AUM

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

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arkadios Wealth Advisors's NKLA Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q4 2021, closing a stake of 30 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in NKLA in Q2 2020 and held it in 6 quarters. The position peaked at $404K in Q2 2020. 275 funds tracked by Wall St. Rank hold NKLA as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Nikola Corporation Common Stock position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 30 Nikola Corporation Common Stock shares in Q4 2021, an estimated $9K.
Arkadios Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Nikola Corporation Common Stock position peaked at $404K in Q2 2020.
275 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.