FWM
NKLA

Focused Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-170
Closed -$4.47K – 1023
2023
Q4 		$4.47K Hold
170
– – ﹤0.01% 672
2023
Q3 		$8.03K Hold
170
– – ﹤0.01% 565
2023
Q2 		$7.06K Buy
170
+66
+63% +$1.82K ﹤0.01% 615
2023
Q1 		$3.77K Buy
104
+67
+181% +$4.39K ﹤0.01% 722
2022
Q4 		$2.4K Sell
37
-67
-64% -$5.6K ﹤0.01% 764
2022
Q3 		$11K Hold
104
– – ﹤0.01% 484
2022
Q2 		$15K Buy
104
+34
+49% +$6.95K ﹤0.01% 451
2022
Q1 		$23K Buy
70
+66
+1,650% +$16.8K ﹤0.01% 426
2021
Q4 		$1K Sell
4
-66
-94% -$22K ﹤0.01% 948
2021
Q3 		$23K Hold
70
– – ﹤0.01% 483
2021
Q2 		$38K Buy
70
+3
+4% +$1.25K 0.01% 418
2021
Q1 		$28K Hold
67
– – 0.01% 453
2020
Q4 		$31K Sell
67
-23
-26% -$14.3K 0.01% 402
2020
Q3 		$55K Buy
90
+87
+2,900% +$101K 0.01% 311
2020
Q2 		$7K Buy
+3
New +$2.89K ﹤0.01% 547

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Focused Wealth Management's NKLA Position: Q1 2024 in Review

Focused Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2024, closing a stake of 170 shares — an estimated $4.47K sold.

Focused Wealth Management first reported a position in NKLA in Q2 2020 and held it in 15 quarters. The position peaked at $55K in Q3 2020. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

  • Focused Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 170 Nikola Corporation Common Stock shares in Q1 2024, an estimated $4.47K.
  • Focused Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 15 quarters.
  • Focused Wealth Management's Nikola Corporation Common Stock position peaked at $55K in Q3 2020.
  • 283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.