Beaird Harris Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Beaird Harris 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
2024 Q3	–	Sell	-14	Closed	-$115	–	726
2024 Q2	$115	Sell	14 -1	-7%	-$18	﹤0.01%	659
2024 Q1	$461	Hold	15	–	–	﹤0.01%	595
2023 Q4	$388	Hold	15	–	–	﹤0.01%	576
2023 Q3	$696	Hold	15	–	–	﹤0.01%	408
2023 Q2	$612	Hold	15	–	–	﹤0.01%	418
2023 Q1	$537	Sell	15 -1	-6%	-$66	﹤0.01%	438
2022 Q4	$1.05K	Hold	16	–	–	﹤0.01%	635
2022 Q3	$2K	Buy	+16	New	+$2.71K	﹤0.01%	414
2022 Q2	–	Sell	-15	Closed	-$5K	–	646
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	436
2021 Q4	$4K	Buy	+15	New	+$5K	﹤0.01%	512

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

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

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

Beaird Harris Wealth Management's NKLA Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q3 2024, closing a stake of 14 shares — an estimated $115 sold.

Beaird Harris Wealth Management first reported a position in NKLA in Q4 2021 and held it in 10 quarters. The position peaked at $5K in Q1 2022. 158 funds tracked by Wall St. Rank hold NKLA as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 14 Nikola Corporation Common Stock shares in Q3 2024, an estimated $115.
Beaird Harris Wealth Management first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Nikola Corporation Common Stock position peaked at $5K in Q1 2022.
158 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.