CSPIA
NKLA

Cary Street Partners Investment Advisory’s Nikola Corporation Common Stock NKLA Stock Holding History

Cary Street Partners Investment Advisory’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
-333
Closed -$10.4K – 769
2024
Q1 		$10.4K Sell
333
-1
-0.3% -$21 ﹤0.01% 695
2023
Q4 		$8.76K Buy
334
+1
+0.3% +$31 ﹤0.01% 646
2023
Q3 		$15.7K Buy
+333
New +$17.3K ﹤0.01% 1179

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.37T AUM 44.26% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Cary Street Partners Investment Advisory's NKLA Position: Q2 2024 in Review

Cary Street Partners Investment Advisory sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 333 shares — an estimated $10.4K sold.

Cary Street Partners Investment Advisory first reported a position in NKLA in Q3 2023 and held it in 3 quarters. The position peaked at $15.7K in Q3 2023. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • Cary Street Partners Investment Advisory reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 333 Nikola Corporation Common Stock shares in Q2 2024, an estimated $10.4K.
  • Cary Street Partners Investment Advisory first reported a position in Nikola Corporation Common Stock in Q3 2023 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Nikola Corporation Common Stock position peaked at $15.7K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2024, filed 22 Jul 2024.