BWP
NKLA

Balboa Wealth Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Balboa Wealth 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
-577
Closed -$18K – 348
2024
Q1 		$18K Hold
577
– – 0.01% 288
2023
Q4 		$15.1K Buy
+577
New +$17.9K 0.01% 279

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Jane Street
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Citigroup
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
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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
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Balboa Wealth Partners's NKLA Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 577 shares — an estimated $18K sold.

Balboa Wealth Partners first reported a position in NKLA in Q4 2023 and held it in 2 quarters. The position peaked at $18K in Q1 2024. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • Balboa Wealth Partners reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 577 Nikola Corporation Common Stock shares in Q2 2024, an estimated $18K.
  • Balboa Wealth Partners first reported a position in Nikola Corporation Common Stock in Q4 2023 and held it in 2 quarters.
  • Balboa Wealth Partners's Nikola Corporation Common Stock position peaked at $18K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.