Bay Harbor Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Bay Harbor Wealth Management’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
2023 Q4	–	Sell	-5	Closed	-$235	–	180
2023 Q3	$235	Hold	5	–	–	﹤0.01%	159
2023 Q2	$207	Hold	5	–	–	﹤0.01%	163
2023 Q1	$181	Hold	5	–	–	﹤0.01%	162
2022 Q4	$0	Hold	5	–	–	﹤0.01%	211
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	192
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	186
2022 Q1	$2K	Buy	+5	New	+$1.28K	﹤0.01%	180
2021 Q1	–	Sell	-20	Closed	-$9K	–	446
2020 Q4	$9K	Hold	20	–	–	﹤0.01%	242
2020 Q3	$12K	Hold	20	–	–	0.01%	225
2020 Q2	$41K	Buy	+20	New	+$19.3K	0.02%	172

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bay Harbor Wealth Management's NKLA Position: Q4 2023 in Review

Bay Harbor Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2023, closing a stake of 5 shares — an estimated $235 sold.

Bay Harbor Wealth Management first reported a position in NKLA in Q2 2020 and held it in 10 quarters. The position peaked at $41K in Q2 2020. 270 funds tracked by Wall St. Rank hold NKLA as of Q4 2023.

Bay Harbor Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q4 2023 after selling out during the quarter.
Bay Harbor Wealth Management sold 5 Nikola Corporation Common Stock shares in Q4 2023, an estimated $235.
Bay Harbor Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 10 quarters.
Bay Harbor Wealth Management's Nikola Corporation Common Stock position peaked at $41K in Q2 2020.
270 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2023.

Based on Bay Harbor Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.