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	-9,313	Closed	-$1.54M	–	4431
2023 Q4	$1.54M	Sell	9,313 -3,577	-28%	-$111K	﹤0.01%	1825
2023 Q3	$2.12M	Buy	12,890 +5,777	+81%	+$301K	﹤0.01%	1669
2023 Q2	$1.17M	Buy	7,113 +6,673	+1,517%	+$184K	﹤0.01%	2095
2023 Q1	$72.5K	Sell	440 -4,847	-92%	-$318K	﹤0.01%	3309
2022 Q4	$872K	Sell	5,287 -4,166	-44%	-$348K	﹤0.01%	2276
2022 Q3	$1.56M	Hold	9,453	–	–	﹤0.01%	1958
2022 Q2	$1.56M	Buy	9,453 +1,336	+16%	+$273K	﹤0.01%	2033
2022 Q1	$2.85M	Buy	+8,117	New	+$2.07M	﹤0.01%	1739
2021 Q2	–	Sell	-333	Closed	-$127K	–	5058
2021 Q1	$127K	Sell	333 -64	-16%	-$36.4K	﹤0.01%	3296
2020 Q4	$203K	Sell	397 -1,123	-74%	-$699K	﹤0.01%	3203
2020 Q3	$1.07M	Buy	+1,520	New	+$1.77M	﹤0.01%	1936

Other funds holding NKLA

Norges Bank Oslo, Norway $1T AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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.