DFPG Investments’s Nikola Corporation Common Stock NKLA Stock Holding History

DFPG Investments’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 Q4	$30.9K	Sell	1,393 -1	-0.1%	-$31	﹤0.01%	617
2023 Q3	$40.9K	Buy	1,394 +1	+0.1%	+$52	﹤0.01%	572
2023 Q2	$108K	Buy	+1,393	New	+$38.4K	0.01%	561
2022 Q1	–	Sell	-343	Closed	-$82K	–	186
2021 Q4	$82K	Sell	343 -503	-59%	-$168K	0.03%	170
2021 Q3	$284K	Buy	+846	New	+$296K	0.11%	134

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

DFPG Investments's NKLA Position: Q4 2023 in Review

DFPG Investments reduced its Nikola Corporation Common Stock (NKLA) stake by 0.07% in Q4 2023, selling an estimated $31 and leaving 1,393 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

DFPG Investments first reported a position in NKLA in Q3 2021 and has held it in 5 quarters since. The position peaked at $284K in Q3 2021. 270 funds tracked by Wall St. Rank hold NKLA as of Q4 2023.

DFPG Investments held 1,393 shares of Nikola Corporation Common Stock worth $30.9K as of Q4 2023.
DFPG Investments sold 1 Nikola Corporation Common Stock share in Q4 2023, an estimated $31.
Nikola Corporation Common Stock made up ﹤0.01% of DFPG Investments's portfolio in Q4 2023, its #617 holding.
DFPG Investments first reported a position in Nikola Corporation Common Stock in Q3 2021 and has held it in 5 quarters since.
DFPG Investments's Nikola Corporation Common Stock position peaked at $284K in Q3 2021.
270 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.