Envestnet Asset Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Envestnet Asset 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 Q4	–	Sell	-845	Closed	-$89K	–	4094
2022 Q3	$89K	Sell	845 -413	-33%	-$69.9K	﹤0.01%	3755
2022 Q2	$180K	Sell	1,258 -153	-11%	-$31.3K	﹤0.01%	3637
2022 Q1	$453K	Buy	1,411 +431	+44%	+$110K	﹤0.01%	3178
2021 Q4	$290K	Buy	980 +405	+70%	+$135K	﹤0.01%	3440
2021 Q3	$184K	Buy	575 +6	+1%	+$2.1K	﹤0.01%	3520
2021 Q2	$308K	Buy	569 +90	+19%	+$37.5K	﹤0.01%	3262
2021 Q1	$200K	Sell	479 -40	-8%	-$22.8K	﹤0.01%	3343
2020 Q4	$238K	Buy	+519	New	+$323K	﹤0.01%	3047
2020 Q3	–	Sell	-301	Closed	-$610K	–	3205
2020 Q2	$610K	Buy	+301	New	+$290K	﹤0.01%	2285

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management's NKLA Position: Q4 2022 in Review

Envestnet Asset Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2022, closing a stake of 845 shares — an estimated $89K sold.

Envestnet Asset Management first reported a position in NKLA in Q2 2020 and held it in 9 quarters. The position peaked at $610K in Q2 2020. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

Envestnet Asset Management reported no remaining Nikola Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
Envestnet Asset Management sold 845 Nikola Corporation Common Stock shares in Q4 2022, an estimated $89K.
Envestnet Asset Management first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 9 quarters.
Envestnet Asset Management's Nikola Corporation Common Stock position peaked at $610K in Q2 2020.
257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.