Castleview Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Castleview Partners’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 Q3	–	Sell	-115	Closed	-$942	–	954
2024 Q2	$942	Hold	115	–	–	﹤0.01%	814
2024 Q1	$3.59K	Hold	115	–	–	﹤0.01%	681
2023 Q4	$3.02K	Hold	115	–	–	﹤0.01%	658
2023 Q3	$5.42K	Buy	115 +82	+248%	+$4.27K	0.01%	477
2023 Q2	$1.38K	Hold	33	–	–	﹤0.01%	611
2023 Q1	$1.21K	Hold	33	–	–	﹤0.01%	600
2022 Q4	$2.16K	Hold	33	–	–	﹤0.01%	511
2022 Q3	$4K	Buy	+33	New	+$5.58K	﹤0.01%	484
2022 Q2	–	Sell	-33	Closed	-$6.75K	–	729
2022 Q1	$10K	Sell	33 -296	-90%	-$75.5K	0.01%	504
2021 Q4	$1K	Buy	+329	New	+$110K	0.01%	398
2021 Q2	$18K	Buy	+33	New	+$13.7K	0.01%	577

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Castleview Partners's NKLA Position: Q3 2024 in Review

Castleview Partners sold out of Nikola Corporation Common Stock (NKLA) in Q3 2024, closing a stake of 115 shares — an estimated $942 sold.

Castleview Partners first reported a position in NKLA in Q2 2021 and held it in 11 quarters. The position peaked at $18K in Q2 2021. 158 funds tracked by Wall St. Rank hold NKLA as of Q3 2024.

Castleview Partners reported no remaining Nikola Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 115 Nikola Corporation Common Stock shares in Q3 2024, an estimated $942.
Castleview Partners first reported a position in Nikola Corporation Common Stock in Q2 2021 and held it in 11 quarters.
Castleview Partners's Nikola Corporation Common Stock position peaked at $18K in Q2 2021.
158 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.