Berman Capital Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Berman Capital 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
2021 Q3	$11K	Buy	37 +6	+19%	+$2.1K	﹤0.01%	1167
2021 Q2	$17K	Hold	31	–	–	﹤0.01%	978
2021 Q1	$13K	Hold	31	–	–	﹤0.01%	952
2020 Q4	$14K	Sell	31 -50	-62%	-$31.1K	﹤0.01%	801
2020 Q3	$50K	Buy	+81	New	+$94.3K	0.01%	344

Other funds holding NKLA

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

Norges Bank Oslo, Norway $935B AUM

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

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's NKLA Position: Q3 2021 in Review

Berman Capital Advisors increased its Nikola Corporation Common Stock (NKLA) stake by 19% in Q3 2021, buying an estimated $2.1K and bringing the position to 37 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Berman Capital Advisors first reported a position in NKLA in Q3 2020 and has held it in 5 quarters since. The position peaked at $50K in Q3 2020. 247 funds tracked by Wall St. Rank hold NKLA as of Q3 2021.

Berman Capital Advisors held 37 shares of Nikola Corporation Common Stock worth $11K as of Q3 2021.
Berman Capital Advisors bought 6 Nikola Corporation Common Stock shares in Q3 2021, an estimated $2.1K.
Nikola Corporation Common Stock made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1167 holding.
Berman Capital Advisors first reported a position in Nikola Corporation Common Stock in Q3 2020 and has held it in 5 quarters since.
Berman Capital Advisors's Nikola Corporation Common Stock position peaked at $50K in Q3 2020.
247 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.