Bogart Wealth LLC’s Nikola Corporation Common Stock NKLA Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-100	Closed	-$458	–	1378
2024 Q3	$458	Buy	+100	New	+$740	﹤0.01%	1075
2024 Q1	–	Sell	-33	Closed	-$875	–	1123
2023 Q4	$875	Hold	33	–	–	﹤0.01%	965
2023 Q3	$1.57K	Hold	33	–	–	﹤0.01%	913
2023 Q2	$1.38K	Hold	33	–	–	﹤0.01%	921
2023 Q1	$1.21K	Hold	33	–	–	﹤0.01%	971
2022 Q4	$2.16K	Sell	33 -40	-55%	-$3.34K	﹤0.01%	782
2022 Q3	$8K	Buy	+73	New	+$12.4K	﹤0.01%	615

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Bogart Wealth LLC's NKLA Position: Q4 2024 in Review

Bogart Wealth LLC sold out of Nikola Corporation Common Stock (NKLA) in Q4 2024, closing a stake of 100 shares — an estimated $458 sold.

Bogart Wealth LLC first reported a position in NKLA in Q3 2022 and held it in 7 quarters. The position peaked at $8K in Q3 2022. 161 funds tracked by Wall St. Rank hold NKLA as of Q4 2024.

Bogart Wealth LLC reported no remaining Nikola Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
Bogart Wealth LLC sold 100 Nikola Corporation Common Stock shares in Q4 2024, an estimated $458.
Bogart Wealth LLC first reported a position in Nikola Corporation Common Stock in Q3 2022 and held it in 7 quarters.
Bogart Wealth LLC's Nikola Corporation Common Stock position peaked at $8K in Q3 2022.
161 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2024.

Based on Bogart Wealth LLC's 13F filing for Q4 2024, filed 30 Jan 2025.