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
2021 Q2	–	Sell	-127	Closed	-$7K	–	2642
2021 Q1	$7K	Buy	127 +4	+3%	+$2.28K	﹤0.01%	2502
2020 Q4	$15K	Buy	123 +83	+208%	+$51.7K	﹤0.01%	2206
2020 Q3	$8K	Sell	40 -133	-77%	-$155K	﹤0.01%	2029
2020 Q2	$88K	Buy	+173	New	+$167K	﹤0.01%	1684

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

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

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

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

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

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

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.