CT
NKLA

Clearstead Trust’s Nikola Corporation Common Stock NKLA Stock Holding History

Clearstead Trust’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
2023
Q3 		– Sell
-218
Closed -$9.03K – 459
2023
Q2 		$9.03K Hold
218
– – ﹤0.01% 315
2023
Q1 		$7.92K Buy
+218
New +$14.3K ﹤0.01% 309

Other funds holding NKLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Clearstead Trust's NKLA Position: Q3 2023 in Review

Clearstead Trust sold out of Nikola Corporation Common Stock (NKLA) in Q3 2023, closing a stake of 218 shares — an estimated $9.03K sold.

Clearstead Trust first reported a position in NKLA in Q1 2023 and held it in 2 quarters. The position peaked at $9.03K in Q2 2023. 274 funds tracked by Wall St. Rank hold NKLA as of Q3 2023.

  • Clearstead Trust reported no remaining Nikola Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • Clearstead Trust sold 218 Nikola Corporation Common Stock shares in Q3 2023, an estimated $9.03K.
  • Clearstead Trust first reported a position in Nikola Corporation Common Stock in Q1 2023 and held it in 2 quarters.
  • Clearstead Trust's Nikola Corporation Common Stock position peaked at $9.03K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2023.

Based on Clearstead Trust's 13F filing for Q3 2023, filed 13 Nov 2023.