EI
NKLA

Ellevest Inc’s Nikola Corporation Common Stock NKLA Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-5
Closed -$185 – 1715
2023
Q1 		$185 Sell
5
-40
-89% -$2.62K ﹤0.01% 1776
2022
Q4 		$2.9K Buy
45
+38
+543% +$3.18K ﹤0.01% 1313
2022
Q3 		$1K Buy
+7
New +$1.18K ﹤0.01% 1542
2022
Q2 		– Sell
-16
Closed -$5K – 1745
2022
Q1 		$5K Buy
16
+15
+1,500% +$3.83K ﹤0.01% 1060
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1689
2021
Q3 		$0 Buy
+1
New +$350 ﹤0.01% 1616

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
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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ellevest Inc's NKLA Position: Q2 2023 in Review

Ellevest Inc sold out of Nikola Corporation Common Stock (NKLA) in Q2 2023, closing a stake of 5 shares — an estimated $185 sold.

Ellevest Inc first reported a position in NKLA in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 249 funds tracked by Wall St. Rank hold NKLA as of Q2 2023.

  • Ellevest Inc reported no remaining Nikola Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 5 Nikola Corporation Common Stock shares in Q2 2023, an estimated $185.
  • Ellevest Inc first reported a position in Nikola Corporation Common Stock in Q3 2021 and held it in 6 quarters.
  • Ellevest Inc's Nikola Corporation Common Stock position peaked at $5K in Q1 2022.
  • 249 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.