Concord Wealth Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Concord Wealth 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
2023 Q3	–	Sell	-83	Closed	-$3.45K	–	1082
2023 Q2	$3.45K	Hold	83	–	–	﹤0.01%	779
2023 Q1	$3.02K	Hold	83	–	–	﹤0.01%	753
2022 Q4	$5.4K	Buy	+83	New	+$6.94K	﹤0.01%	743
2022 Q2	–	Sell	-6	Closed	-$2K	–	1402
2022 Q1	$2K	Sell	6 -8	-57%	-$2.04K	﹤0.01%	1150
2021 Q4	$4K	Buy	+14	New	+$4.67K	﹤0.01%	1022

Other funds holding NKLA

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

Norges Bank Oslo, Norway $935B AUM

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Concord Wealth Partners's NKLA Position: Q3 2023 in Review

Concord Wealth Partners sold out of Nikola Corporation Common Stock (NKLA) in Q3 2023, closing a stake of 83 shares — an estimated $3.45K sold.

Concord Wealth Partners first reported a position in NKLA in Q4 2021 and held it in 5 quarters. The position peaked at $5.4K in Q4 2022. 274 funds tracked by Wall St. Rank hold NKLA as of Q3 2023.

Concord Wealth Partners reported no remaining Nikola Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 83 Nikola Corporation Common Stock shares in Q3 2023, an estimated $3.45K.
Concord Wealth Partners first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 5 quarters.
Concord Wealth Partners's Nikola Corporation Common Stock position peaked at $5.4K in Q4 2022.
274 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.