Dakota Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Dakota Wealth Management’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
2020 Q1	–	Sell	-1,386	Closed	-$429K	–	331
2019 Q4	$429K	Hold	1,386	–	–	0.07%	210
2019 Q3	$424K	Buy	1,386 +23	+2%	+$7.02K	0.07%	197
2019 Q2	$413K	Sell	1,363 -442	-24%	-$133K	0.08%	193
2019 Q1	$540K	Buy	1,805 +1,266	+235%	+$377K	0.11%	173
2018 Q4	$157K	Sell	539 -494	-48%	-$143K	0.04%	265
2018 Q3	$297K	Buy	+1,033	New	+$296K	0.07%	213

Other funds holding NKLA

AWG

Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

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

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return

Kepos Capital New York $61.3M AUM 12.13% 1-Year Est. Return

LPU

Lansdowne Partners (UK) London, United Kingdom $1.87B AUM 61.55% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Dakota Wealth Management's NKLA Position: Q1 2020 in Review

Dakota Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2020, closing a stake of 1,386 shares — an estimated $429K sold.

Dakota Wealth Management first reported a position in NKLA in Q3 2018 and held it in 6 quarters. The position peaked at $540K in Q1 2019. 60 funds tracked by Wall St. Rank hold NKLA as of Q1 2020.

Dakota Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2020 after selling out during the quarter.
Dakota Wealth Management sold 1,386 Nikola Corporation Common Stock shares in Q1 2020, an estimated $429K.
Dakota Wealth Management first reported a position in Nikola Corporation Common Stock in Q3 2018 and held it in 6 quarters.
Dakota Wealth Management's Nikola Corporation Common Stock position peaked at $540K in Q1 2019.
60 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2020.

Based on Dakota Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.