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

Baldwin 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 Q4	–	Sell	-3	Closed	-$14	–	1079
2024 Q3	$14	Hold	3	–	–	﹤0.01%	1079
2024 Q2	$25	Sell	3 -1	-25%	-$18	﹤0.01%	787
2024 Q1	$123	Hold	4	–	–	﹤0.01%	688
2023 Q4	$103	Hold	4	–	–	﹤0.01%	719
2023 Q3	$185	Hold	4	–	–	﹤0.01%	742
2023 Q2	$163	Hold	4	–	–	﹤0.01%	757
2023 Q1	$143	Hold	4	–	–	﹤0.01%	792
2022 Q4	$255	Buy	+4	New	+$334	﹤0.01%	773
2022 Q3	–	Sell	-33	Closed	-$5K	–	710
2022 Q2	$5K	Hold	33	–	–	﹤0.01%	595
2022 Q1	$11K	Hold	33	–	–	﹤0.01%	536
2021 Q4	$10K	Hold	33	–	–	﹤0.01%	511
2021 Q3	$11K	Hold	33	–	–	﹤0.01%	517
2021 Q2	$18K	Hold	33	–	–	﹤0.01%	478
2021 Q1	$14K	Buy	33 +30	+1,000%	+$17.1K	﹤0.01%	491
2020 Q4	$2K	Buy	+3	New	+$1.87K	﹤0.01%	532

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baldwin Wealth Partners's NKLA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Nikola Corporation Common Stock (NKLA) in Q4 2024, closing a stake of 3 shares — an estimated $14 sold.

Baldwin Wealth Partners first reported a position in NKLA in Q4 2020 and held it in 15 quarters. The position peaked at $18K in Q2 2021. 161 funds tracked by Wall St. Rank hold NKLA as of Q4 2024.

Baldwin Wealth Partners reported no remaining Nikola Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 3 Nikola Corporation Common Stock shares in Q4 2024, an estimated $14.
Baldwin Wealth Partners first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 15 quarters.
Baldwin Wealth Partners's Nikola Corporation Common Stock position peaked at $18K in Q2 2021.
161 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.