AWS
NKLA

Atria Wealth Solutions’s Nikola Corporation Common Stock NKLA Stock Holding History

Atria Wealth Solutions’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
2023
Q3 		– Sell
-359
Closed -$14.8K – 1998
2023
Q2 		$14.8K Sell
359
-6
-2% -$165 ﹤0.01% 1849
2023
Q1 		$13.2K Buy
+365
New +$23.9K ﹤0.01% 1844
2022
Q4 		– Sell
-344
Closed -$36.3K – 1899
2022
Q3 		$36.3K Buy
+344
New +$58.2K ﹤0.01% 1712

Other funds holding NKLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Atria Wealth Solutions's NKLA Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Nikola Corporation Common Stock (NKLA) in Q3 2023, closing a stake of 359 shares — an estimated $14.8K sold.

Atria Wealth Solutions first reported a position in NKLA in Q3 2022 and held it in 3 quarters. The position peaked at $36.3K in Q3 2022. 274 funds tracked by Wall St. Rank hold NKLA as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Nikola Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 359 Nikola Corporation Common Stock shares in Q3 2023, an estimated $14.8K.
  • Atria Wealth Solutions first reported a position in Nikola Corporation Common Stock in Q3 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Nikola Corporation Common Stock position peaked at $36.3K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.