Beacon Pointe Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Beacon Pointe 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
2024 Q2	–	Sell	-467	Closed	-$14.6K	–	1403
2024 Q1	$14.6K	Sell	467 -110	-19%	-$2.36K	﹤0.01%	1349
2023 Q4	$15.1K	Buy	577 +4	+0.7%	+$124	﹤0.01%	1310
2023 Q3	$27K	Buy	573 +74	+15%	+$3.85K	﹤0.01%	1317
2023 Q2	$20.7K	Buy	499 +156	+45%	+$4.3K	﹤0.01%	1073
2023 Q1	$12.4K	Buy	+343	New	+$22.5K	﹤0.01%	1133
2022 Q4	–	Sell	-406	Closed	-$47K	–	1111
2022 Q3	$47K	Sell	406 -26	-6%	-$4.4K	﹤0.01%	979
2022 Q2	$60K	Buy	432 +15	+4%	+$3.07K	﹤0.01%	1020
2022 Q1	$134K	Buy	+417	New	+$106K	﹤0.01%	1149
2021 Q2	–	Sell	-350	Closed	-$145K	–	843
2021 Q1	$145K	Buy	+350	New	+$199K	0.01%	517

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Beacon Pointe Advisors's NKLA Position: Q2 2024 in Review

Beacon Pointe Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 467 shares — an estimated $14.6K sold.

Beacon Pointe Advisors first reported a position in NKLA in Q1 2021 and held it in 9 quarters. The position peaked at $145K in Q1 2021. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

Beacon Pointe Advisors reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Beacon Pointe Advisors sold 467 Nikola Corporation Common Stock shares in Q2 2024, an estimated $14.6K.
Beacon Pointe Advisors first reported a position in Nikola Corporation Common Stock in Q1 2021 and held it in 9 quarters.
Beacon Pointe Advisors's Nikola Corporation Common Stock position peaked at $145K in Q1 2021.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Beacon Pointe Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.