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
2020
Q3 		– Sell
-200
Closed -$93K – 886
2020
Q2 		$93K Buy
+200
New +$193K 0.02% 239

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.