Core Wealth Advisors (Florida)’s Nikola Corporation Common Stock NKLA Stock Holding History

Core Wealth Advisors (Florida)’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 Q1	–	Sell	-67	Closed	-$1.75K	–	275
2023 Q4	$1.75K	Hold	67	–	–	﹤0.01%	244
2023 Q3	$3.14K	Hold	67	–	–	﹤0.01%	210
2023 Q2	$2.76K	Hold	67	–	–	﹤0.01%	213
2023 Q1	$2.42K	Hold	67	–	–	﹤0.01%	222
2022 Q4	$4.32K	Hold	67	–	–	﹤0.01%	220
2022 Q3	$7K	Hold	67	–	–	﹤0.01%	160
2022 Q2	$10K	Hold	67	–	–	0.01%	146
2022 Q1	$21K	Hold	67	–	–	0.01%	117
2021 Q4	$20K	Hold	67	–	–	0.01%	130
2021 Q3	$21K	Buy	+67	New	+$23.5K	0.01%	110
2020 Q4	–	Sell	-3	Closed	-$2K	–	203
2020 Q3	$2K	Hold	3	–	–	﹤0.01%	141
2020 Q2	$7K	Buy	+3	New	+$2.89K	0.01%	98

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s NKLA Position: Q1 2024 in Review

Core Wealth Advisors (Florida) sold out of Nikola Corporation Common Stock (NKLA) in Q1 2024, closing a stake of 67 shares — an estimated $1.75K sold.

Core Wealth Advisors (Florida) first reported a position in NKLA in Q2 2020 and held it in 12 quarters. The position peaked at $21K in Q1 2022. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

Core Wealth Advisors (Florida) reported no remaining Nikola Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 67 Nikola Corporation Common Stock shares in Q1 2024, an estimated $1.75K.
Core Wealth Advisors (Florida) first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 12 quarters.
Core Wealth Advisors (Florida)'s Nikola Corporation Common Stock position peaked at $21K in Q1 2022.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2024, filed 15 May 2024.