BC
NKLA

Burleson & Co’s Nikola Corporation Common Stock NKLA Stock Holding History

Burleson & Co’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 		– Sell
-667
Closed -$361K – 408
2021
Q2 		$361K Buy
+667
New +$278K 0.05% 111
2020
Q4 		– Sell
-754
Closed -$443K – 138
2020
Q3 		$443K Buy
+754
New +$878K 0.08% 102

Other funds holding NKLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
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
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Burleson & Co's NKLA Position: Q3 2021 in Review

Burleson & Co sold out of Nikola Corporation Common Stock (NKLA) in Q3 2021, closing a stake of 667 shares — an estimated $361K sold.

Burleson & Co first reported a position in NKLA in Q3 2020 and held it in 2 quarters. The position peaked at $443K in Q3 2020. 247 funds tracked by Wall St. Rank hold NKLA as of Q3 2021.

  • Burleson & Co reported no remaining Nikola Corporation Common Stock position as of Q3 2021 after selling out during the quarter.
  • Burleson & Co sold 667 Nikola Corporation Common Stock shares in Q3 2021, an estimated $361K.
  • Burleson & Co first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 2 quarters.
  • Burleson & Co's Nikola Corporation Common Stock position peaked at $443K in Q3 2020.
  • 247 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2021.

Based on Burleson & Co's 13F filing for Q3 2021, filed 2 Nov 2021.