Avantax Planning Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Avantax Planning Partners’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	-433	Closed	-$13.5K	–	493
2024 Q1	$13.5K	Buy	433 +100	+30%	+$2.15K	﹤0.01%	462
2023 Q4	$8.75K	Hold	333	–	–	﹤0.01%	372
2023 Q3	$15.7K	Hold	333	–	–	﹤0.01%	358
2023 Q2	$13.8K	Buy	+333	New	+$9.18K	﹤0.01%	365

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

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

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

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Avantax Planning Partners's NKLA Position: Q2 2024 in Review

Avantax Planning Partners sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 433 shares — an estimated $13.5K sold.

Avantax Planning Partners first reported a position in NKLA in Q2 2023 and held it in 4 quarters. The position peaked at $15.7K in Q3 2023. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

Avantax Planning Partners reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Avantax Planning Partners sold 433 Nikola Corporation Common Stock shares in Q2 2024, an estimated $13.5K.
Avantax Planning Partners first reported a position in Nikola Corporation Common Stock in Q2 2023 and held it in 4 quarters.
Avantax Planning Partners's Nikola Corporation Common Stock position peaked at $15.7K in Q3 2023.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.