CWM
NKLA

Castle Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-3
Closed – – 670
2022
Q3 		$0 Hold
3
– – ﹤0.01% 750
2022
Q2 		$0 Buy
+3
New +$613 ﹤0.01% 711

Other funds holding NKLA

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Castle Wealth Management's NKLA Position: Q4 2022 in Review

Castle Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2022, closing a stake of 3 shares.

Castle Wealth Management first reported a position in NKLA in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

  • Castle Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 3 Nikola Corporation Common Stock shares in Q4 2022.
  • Castle Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Nikola Corporation Common Stock position peaked at $0 in Q3 2022.
  • 257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.