BDO Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

BDO Wealth Advisors’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 Q2	$594	Sell	14 -10	-42%	-$276	﹤0.01%	927
2023 Q1	$872	Hold	24	–	–	﹤0.01%	972
2022 Q4	$1.55K	Hold	24	–	–	﹤0.01%	880
2022 Q3	$3K	Hold	24	–	–	﹤0.01%	904
2022 Q2	$3K	Hold	24	–	–	﹤0.01%	875
2022 Q1	$8K	Sell	24 -5	-17%	-$1.28K	﹤0.01%	772
2021 Q4	$9K	Sell	29 -14	-33%	-$4.67K	﹤0.01%	748
2021 Q3	$14K	Sell	43 -8	-16%	-$2.8K	﹤0.01%	683
2021 Q2	$28K	Sell	51 -23	-31%	-$9.58K	﹤0.01%	560
2021 Q1	$31K	Buy	74 +66	+825%	+$37.6K	﹤0.01%	533
2020 Q4	$4K	Hold	8	–	–	﹤0.01%	682
2020 Q3	$5K	Buy	8 +6	+300%	+$6.98K	﹤0.01%	569
2020 Q2	$3K	Sell	2 -20	-91%	-$19.3K	﹤0.01%	611
2020 Q1	$7K	Buy	+22	New	+$7.1K	﹤0.01%	584

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

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

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

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BDO Wealth Advisors's NKLA Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Nikola Corporation Common Stock (NKLA) stake by 42% in Q2 2023, selling an estimated $276 and leaving 14 shares worth $594. The position accounts for ﹤0.01% of the portfolio, ranked #927.

BDO Wealth Advisors first reported a position in NKLA in Q1 2020 and has held it in 14 quarters since. The position peaked at $31K in Q1 2021. 249 funds tracked by Wall St. Rank hold NKLA as of Q2 2023.

BDO Wealth Advisors held 14 shares of Nikola Corporation Common Stock worth $594 as of Q2 2023.
BDO Wealth Advisors sold 10 Nikola Corporation Common Stock shares in Q2 2023, an estimated $276.
Nikola Corporation Common Stock made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #927 holding.
BDO Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Nikola Corporation Common Stock position peaked at $31K in Q1 2021.
249 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.