EWA
NKLA

Evolution Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-9
Closed -$3K – 652
2021
Q3 		$3K Hold
9
– – ﹤0.01% 634
2021
Q2 		$5K Hold
9
– – ﹤0.01% 532
2021
Q1 		$4K Buy
+9
New +$5.13K ﹤0.01% 578

Other funds holding NKLA

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Evolution Wealth Advisors's NKLA Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q4 2021, closing a stake of 9 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in NKLA in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 275 funds tracked by Wall St. Rank hold NKLA as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Nikola Corporation Common Stock position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 9 Nikola Corporation Common Stock shares in Q4 2021, an estimated $3K.
  • Evolution Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q1 2021 and held it in 3 quarters.
  • Evolution Wealth Advisors's Nikola Corporation Common Stock position peaked at $5K in Q2 2021.
  • 275 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.