Bank of Montreal
NKLA

Bank of Montreal’s Nikola Corporation Common Stock NKLA Stock Holding History

Bank of Montreal’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
-386
Closed -$63.6K – 4323
2024
Q1 		$63.6K Sell
386
-8,415
-96% -$181K ﹤0.01% 3400
2023
Q4 		$1.45M Sell
8,801
-3,540
-29% -$110K ﹤0.01% 1853
2023
Q3 		$2.03M Buy
12,341
+1,500
+14% +$78.1K ﹤0.01% 1694
2023
Q2 		$1.79M Buy
10,841
+10,035
+1,245% +$277K ﹤0.01% 1874
2023
Q1 		$133K Sell
806
-5,923
-88% -$389K ﹤0.01% 3162
2022
Q4 		$1.11M Sell
6,729
-3,040
-31% -$254K ﹤0.01% 2114
2022
Q3 		$1.61M Buy
9,769
+70
+0.7% +$11.8K ﹤0.01% 1944
2022
Q2 		$1.6M Buy
9,699
+1,253
+15% +$256K ﹤0.01% 2013
2022
Q1 		$2.97M Buy
8,446
+5,074
+150% +$1.29M ﹤0.01% 1711
2021
Q4 		$1.04M Buy
3,372
+2,957
+713% +$986K ﹤0.01% 1921
2021
Q3 		$136K Buy
+415
New +$145K ﹤0.01% 3396
2021
Q2 		– Sell
-529
Closed -$201K – 5057
2021
Q1 		$201K Buy
529
+22
+4% +$12.5K ﹤0.01% 3118
2020
Q4 		$260K Sell
507
-1,402
-73% -$873K ﹤0.01% 3078
2020
Q3 		$1.35M Buy
1,909
+1,766
+1,235% +$2.06M ﹤0.01% 1830
2020
Q2 		$244K Buy
+143
New +$138K ﹤0.01% 2629
2020
Q1 		– Sell
-22,054
Closed -$6.83M – 4821
2019
Q4 		$6.83M Hold
22,054
– – 0.01% 1185
2019
Q3 		$6.75M Hold
22,054
– – 0.01% 1043
2019
Q2 		$6.7M Hold
22,054
– – 0.01% 1076
2019
Q1 		$6.61M Buy
22,054
+10,644
+93% +$3.17M 0.01% 1013
2018
Q4 		$3.32M Buy
11,410
+1,410
+14% +$407K ﹤0.01% 1275
2018
Q3 		$2.87M Hold
10,000
– – ﹤0.01% 1471
2018
Q2 		$2.87M Buy
+10,000
New +$2.87M ﹤0.01% 1448

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Bank of Montreal's NKLA Position: Q2 2024 in Review

Bank of Montreal sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 386 shares — an estimated $63.6K sold.

Bank of Montreal first reported a position in NKLA in Q2 2018 and held it in 22 quarters. The position peaked at $6.83M in Q4 2019. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • Bank of Montreal reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 386 Nikola Corporation Common Stock shares in Q2 2024, an estimated $63.6K.
  • Bank of Montreal first reported a position in Nikola Corporation Common Stock in Q2 2018 and held it in 22 quarters.
  • Bank of Montreal's Nikola Corporation Common Stock position peaked at $6.83M in Q4 2019.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.