CPA
NKLA

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

Capital Performance 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
2024
Q4 		– Sell
-264
Closed -$1.21K – 2856
2024
Q3 		$1.21K Buy
+264
New +$1.96K ﹤0.01% 1813

Other funds holding NKLA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital Performance Advisors's NKLA Position: Q4 2024 in Review

Capital Performance Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q4 2024, closing a stake of 264 shares — an estimated $1.21K sold.

Capital Performance Advisors first reported a position in NKLA in Q3 2024 and held it in 1 quarter. The position peaked at $1.21K in Q3 2024. 161 funds tracked by Wall St. Rank hold NKLA as of Q4 2024.

  • Capital Performance Advisors reported no remaining Nikola Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 264 Nikola Corporation Common Stock shares in Q4 2024, an estimated $1.21K.
  • Capital Performance Advisors first reported a position in Nikola Corporation Common Stock in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Nikola Corporation Common Stock position peaked at $1.21K in Q3 2024.
  • 161 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.