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
Q1 		– Sell
-3
Closed -$550 – 4430
2023
Q4 		$550 Buy
+3
New +$93 ﹤0.01% 3926
2023
Q2 		– Sell
-407
Closed -$67K – 4352
2023
Q1 		$67K Sell
407
-2,146
-84% -$141K ﹤0.01% 3321
2022
Q4 		$421K Buy
+2,553
New +$213K ﹤0.01% 2705
2020
Q4 		– Sell
-233
Closed -$165K – 5152
2020
Q3 		$165K Sell
233
-540
-70% -$629K ﹤0.01% 2819
2020
Q2 		$1.32M Buy
+773
New +$745K ﹤0.01% 1811

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 $777B AUM 61.18% 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 $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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.