CAAS
NKLA

Capital Asset Advisory Services’s Nikola Corporation Common Stock NKLA Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-33
Closed -$15K – 1550
2020
Q4 		$15K Buy
+33
New +$20.6K ﹤0.01% 975

Other funds holding NKLA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
CWMU
Caliber Wealth Management (Utah) Orem, Utah $188M AUM 29.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Asset Advisory Services's NKLA Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Nikola Corporation Common Stock (NKLA) in Q1 2021, closing a stake of 33 shares — an estimated $15K sold.

Capital Asset Advisory Services first reported a position in NKLA in Q4 2020 and held it in 1 quarter. The position peaked at $15K in Q4 2020. 235 funds tracked by Wall St. Rank hold NKLA as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Nikola Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 33 Nikola Corporation Common Stock shares in Q1 2021, an estimated $15K.
  • Capital Asset Advisory Services first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Nikola Corporation Common Stock position peaked at $15K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.