Creative Planning
NKLA

Creative Planning’s Nikola Corporation Common Stock NKLA Stock Holding History

Creative Planning’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
Q2 		– Sell
-798
Closed -$24.9K – 3193
2024
Q1 		$24.9K Hold
798
– – ﹤0.01% 2825
2023
Q4 		$21K Sell
798
-228
-22% -$7.08K ﹤0.01% 2696
2023
Q3 		$48.3K Sell
1,026
-49
-5% -$2.55K ﹤0.01% 2482
2023
Q2 		$44.5K Buy
1,075
+123
+13% +$3.39K ﹤0.01% 2447
2023
Q1 		$34.6K Sell
952
-79
-8% -$5.18K ﹤0.01% 2379
2022
Q4 		$66.8K Buy
1,031
+22
+2% +$1.84K ﹤0.01% 2195
2022
Q3 		$107K Sell
1,009
-10
-1% -$1.69K ﹤0.01% 2019
2022
Q2 		$146K Sell
1,019
-91
-8% -$18.6K ﹤0.01% 1925
2022
Q1 		$357K Sell
1,110
-180
-14% -$45.9K ﹤0.01% 1516
2021
Q4 		$382K Buy
1,290
+550
+74% +$183K ﹤0.01% 1472
2021
Q3 		$237K Buy
740
+19
+3% +$6.65K ﹤0.01% 1750
2021
Q2 		$391K Sell
721
-1,185
-62% -$494K ﹤0.01% 1409
2021
Q1 		$794K Buy
1,906
+169
+10% +$96.2K ﹤0.01% 1170
2020
Q4 		$795K Buy
1,737
+303
+21% +$189K ﹤0.01% 1060
2020
Q3 		$881K Buy
1,434
+978
+214% +$1.14M ﹤0.01% 857
2020
Q2 		$924K Buy
+456
New +$439K ﹤0.01% 771

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Creative Planning's NKLA Position: Q2 2024 in Review

Creative Planning sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 798 shares — an estimated $24.9K sold.

Creative Planning first reported a position in NKLA in Q2 2020 and held it in 16 quarters. The position peaked at $924K in Q2 2020. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • Creative Planning reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 798 Nikola Corporation Common Stock shares in Q2 2024, an estimated $24.9K.
  • Creative Planning first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 16 quarters.
  • Creative Planning's Nikola Corporation Common Stock position peaked at $924K in Q2 2020.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.