EWM
NKLA

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

Edge 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
2022
Q1 		– Sell
-5
Closed -$1K – 477
2021
Q4 		$1K Hold
5
– – ﹤0.01% 501
2021
Q3 		$2K Hold
5
– – ﹤0.01% 457
2021
Q2 		$3K Hold
5
– – ﹤0.01% 380
2021
Q1 		$2K Hold
5
– – ﹤0.01% 383
2020
Q4 		$2K Hold
5
– – ﹤0.01% 334
2020
Q3 		$3K Buy
+5
New +$5.82K ﹤0.01% 380

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Edge Wealth Management's NKLA Position: Q1 2022 in Review

Edge Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in NKLA in Q3 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 268 funds tracked by Wall St. Rank hold NKLA as of Q1 2022.

  • Edge Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 5 Nikola Corporation Common Stock shares in Q1 2022, an estimated $1K.
  • Edge Wealth Management first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 6 quarters.
  • Edge Wealth Management's Nikola Corporation Common Stock position peaked at $3K in Q2 2021.
  • 268 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.