Caliber Wealth Management (Utah)’s Nikola Corporation Common Stock NKLA Stock Holding History

Caliber Wealth Management (Utah)’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 Q1	$1.07M	Buy	34,265 +17	+0%	+$365	0.57%	49
2023 Q4	$899K	Hold	34,248	–	–	0.53%	46
2023 Q3	$1.61M	Hold	34,248	–	–	1.08%	41
2023 Q2	$1.42M	Hold	34,248	–	–	0.95%	44
2023 Q1	$1.24M	Hold	34,248	–	–	0.93%	43
2022 Q4	$2.22M	Hold	34,248	–	–	1.7%	15
2022 Q3	$3.62M	Hold	34,248	–	–	2.86%	5
2022 Q2	$4.89M	Hold	34,248	–	–	3.81%	2
2022 Q1	$11M	Hold	34,248	–	–	7.02%	2
2021 Q4	$10.4M	Sell	34,248 -7,065	-17%	-$2.36M	7.16%	2
2021 Q3	$13.6M	Sell	41,313 -2,145	-5%	-$751K	9.57%	1
2021 Q2	$23.5M	Sell	43,458 -28,943	-40%	-$12.1M	16.67%	1
2021 Q1	$30.2M	Buy	+72,401	New	+$41.2M	21.91%	1

Other funds holding NKLA

Norges Bank Oslo, Norway $1T AUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Caliber Wealth Management (Utah)'s NKLA Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Nikola Corporation Common Stock (NKLA) stake by 0.05% in Q1 2024, buying an estimated $365 and bringing the position to 34,265 shares worth $1.07M. The position accounts for 0.57% of the portfolio, ranked #49.

Caliber Wealth Management (Utah) first reported a position in NKLA in Q1 2021 and has held it in 13 quarters since. The position peaked at $30.2M in Q1 2021. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

Caliber Wealth Management (Utah) held 34,265 shares of Nikola Corporation Common Stock worth $1.07M as of Q1 2024.
Caliber Wealth Management (Utah) bought 17 Nikola Corporation Common Stock shares in Q1 2024, an estimated $365.
Nikola Corporation Common Stock made up 0.57% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #49 holding.
Caliber Wealth Management (Utah) first reported a position in Nikola Corporation Common Stock in Q1 2021 and has held it in 13 quarters since.
Caliber Wealth Management (Utah)'s Nikola Corporation Common Stock position peaked at $30.2M in Q1 2021.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.