CAPTRUST Financial Advisors
NKLA

CAPTRUST Financial Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

CAPTRUST Financial 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
Q2 		– Sell
-812
Closed -$25.3K – 2261
2024
Q1 		$25.3K Buy
812
+54
+7% +$1.16K ﹤0.01% 2110
2023
Q4 		$19.9K Sell
758
-36
-5% -$1.12K ﹤0.01% 2621
2023
Q3 		$37.4K Buy
794
+432
+119% +$22.5K ﹤0.01% 2500
2023
Q2 		$15K Sell
362
-403
-53% -$11.1K ﹤0.01% 2469
2023
Q1 		$27.8K Buy
+765
New +$50.2K ﹤0.01% 2237
2022
Q4 		– Sell
-349
Closed -$37K – 2209
2022
Q3 		$37K Buy
349
+200
+134% +$33.8K ﹤0.01% 2002
2022
Q2 		$21K Sell
149
-6
-4% -$1.23K ﹤0.01% 3354
2022
Q1 		$50K Buy
155
+76
+96% +$19.4K ﹤0.01% 2780
2021
Q4 		$23K Buy
79
+28
+55% +$9.34K ﹤0.01% 3213
2021
Q3 		$16K Buy
51
+30
+143% +$10.5K ﹤0.01% 3326
2021
Q2 		$12K Sell
21
-71
-77% -$29.6K ﹤0.01% 3463
2021
Q1 		$39K Sell
92
-6
-6% -$3.42K ﹤0.01% 2600
2020
Q4 		$45K Sell
98
-24
-20% -$14.9K ﹤0.01% 1881
2020
Q3 		$88K Buy
122
+109
+838% +$127K ﹤0.01% 1395
2020
Q2 		$25K Buy
+13
New +$12.5K ﹤0.01% 1863

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

CAPTRUST Financial Advisors's NKLA Position: Q2 2024 in Review

CAPTRUST Financial Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 812 shares — an estimated $25.3K sold.

CAPTRUST Financial Advisors first reported a position in NKLA in Q2 2020 and held it in 15 quarters. The position peaked at $88K in Q3 2020. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • CAPTRUST Financial Advisors reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 812 Nikola Corporation Common Stock shares in Q2 2024, an estimated $25.3K.
  • CAPTRUST Financial Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 15 quarters.
  • CAPTRUST Financial Advisors's Nikola Corporation Common Stock position peaked at $88K in Q3 2020.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.