Financial Perspectives’s Nikola Corporation Common Stock NKLA Stock Holding History

Financial Perspectives’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
2024 Q2	–	Sell	-4	Closed	-$130	–	687
2024 Q1	$130	Hold	4	–	–	﹤0.01%	652
2023 Q4	$109	Hold	4	–	–	﹤0.01%	687
2023 Q3	$196	Hold	4	–	–	﹤0.01%	680
2023 Q2	$173	Hold	4	–	–	﹤0.01%	665
2023 Q1	$151	Hold	4	–	–	﹤0.01%	662
2022 Q4	$270	Hold	4	–	–	﹤0.01%	657
2022 Q3	$440	Hold	4	–	–	﹤0.01%	655
2022 Q2	$595	Hold	4	–	–	﹤0.01%	647
2022 Q1	$1.34K	Hold	4	–	–	﹤0.01%	630
2021 Q4	$1.23K	Hold	4	–	–	﹤0.01%	606
2021 Q3	$1.33K	Hold	4	–	–	﹤0.01%	607
2021 Q2	$2.26K	Sell	4 -54	-93%	-$22.5K	﹤0.01%	599
2021 Q1	$125K	Buy	58 +54	+1,350%	+$30.8K	0.01%	454
2020 Q4	$1.91K	Hold	4	–	–	﹤0.01%	543
2020 Q3	$2.56K	Hold	4	–	–	﹤0.01%	482
2020 Q2	$8.44K	Buy	+4	New	+$3.85K	0.01%	368

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Financial Perspectives's NKLA Position: Q2 2024 in Review

Financial Perspectives sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 4 shares — an estimated $130 sold.

Financial Perspectives first reported a position in NKLA in Q2 2020 and held it in 16 quarters. The position peaked at $125K in Q1 2021. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

Financial Perspectives reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Financial Perspectives sold 4 Nikola Corporation Common Stock shares in Q2 2024, an estimated $130.
Financial Perspectives first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 16 quarters.
Financial Perspectives's Nikola Corporation Common Stock position peaked at $125K in Q1 2021.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Financial Perspectives's 13F filing for Q2 2024, filed 9 Aug 2024.