First National Trust’s Nikola Corporation Common Stock NKLA Stock Holding History

First National Trust’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	-529	Closed	-$16.5K	–	398
2024 Q1	$16.5K	Hold	529	–	–	﹤0.01%	379
2023 Q4	$13.9K	Hold	529	–	–	﹤0.01%	372
2023 Q3	$24.9K	Hold	529	–	–	﹤0.01%	365
2023 Q2	$21.9K	Hold	529	–	–	﹤0.01%	370
2023 Q1	$19.2K	Hold	529	–	–	﹤0.01%	369
2022 Q4	$34.3K	Hold	529	–	–	﹤0.01%	360
2022 Q3	$56K	Hold	529	–	–	﹤0.01%	348
2022 Q2	$76K	Buy	529 +29	+6%	+$5.93K	﹤0.01%	353
2022 Q1	$161K	Hold	500	–	–	0.01%	362
2021 Q4	$148K	Hold	500	–	–	0.01%	365
2021 Q3	$160K	Hold	500	–	–	0.01%	342
2021 Q2	$271K	Buy	500 +166	+50%	+$69.2K	0.02%	309
2021 Q1	$139K	Sell	334 -3	-0.9%	-$1.71K	0.01%	322
2020 Q4	$154K	Buy	+337	New	+$210K	0.01%	310
2020 Q3	–	Sell	-100	Closed	-$203K	–	291
2020 Q2	$203K	Buy	+100	New	+$96.4K	0.02%	277

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

First National Trust's NKLA Position: Q2 2024 in Review

First National Trust sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 529 shares — an estimated $16.5K sold.

First National Trust first reported a position in NKLA in Q2 2020 and held it in 15 quarters. The position peaked at $271K in Q2 2021. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

First National Trust reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
First National Trust sold 529 Nikola Corporation Common Stock shares in Q2 2024, an estimated $16.5K.
First National Trust first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 15 quarters.
First National Trust's Nikola Corporation Common Stock position peaked at $271K in Q2 2021.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on First National Trust's 13F filing for Q2 2024, filed 2 Aug 2024.