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Executive Wealth Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Executive Wealth Group’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
2020
Q3 		– Sell
-400
Closed -$810K – 45
2020
Q2 		$810K Buy
+400
New +$386K 0.65% 25

Other funds holding NKLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Executive Wealth Group's NKLA Position: Q3 2020 in Review

Executive Wealth Group sold out of Nikola Corporation Common Stock (NKLA) in Q3 2020, closing a stake of 400 shares — an estimated $810K sold.

Executive Wealth Group first reported a position in NKLA in Q2 2020 and held it in 1 quarter. The position peaked at $810K in Q2 2020. 213 funds tracked by Wall St. Rank hold NKLA as of Q3 2020.

  • Executive Wealth Group reported no remaining Nikola Corporation Common Stock position as of Q3 2020 after selling out during the quarter.
  • Executive Wealth Group sold 400 Nikola Corporation Common Stock shares in Q3 2020, an estimated $810K.
  • Executive Wealth Group first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 1 quarter.
  • Executive Wealth Group's Nikola Corporation Common Stock position peaked at $810K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2020.

Based on Executive Wealth Group's 13F filing for Q3 2020, filed 12 Mar 2024.