Glassman Wealth Services’s Nikola Corporation Common Stock NKLA Stock Holding History

Glassman Wealth Services’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	-7,363	Closed	-$193K	–	1921
2023 Q4	$193K	Hold	7,363	–	–	0.03%	194
2023 Q3	$347K	Hold	7,363	–	–	0.06%	103
2023 Q2	$305K	Buy	7,363 +1	+0%	+$28	0.05%	119
2023 Q1	$267K	Sell	7,362 -21	-0.3%	-$1.38K	0.05%	132
2022 Q4	$478K	Buy	7,383 +20	+0.3%	+$1.67K	0.09%	87
2022 Q3	$778K	Buy	7,363 +1	+0%	+$169	0.17%	44
2022 Q2	$1.05M	Sell	7,362 -34	-0.5%	-$6.95K	0.22%	37
2022 Q1	$2.38M	Sell	7,396 -4	-0.1%	-$1.02K	0.43%	24
2021 Q4	$2.19M	Buy	7,400 +38	+0.5%	+$12.7K	0.4%	25
2021 Q3	$2.36M	Hold	7,362	–	–	0.5%	23
2021 Q2	$3.99M	Hold	7,362	–	–	0.83%	17
2021 Q1	$3.07M	Hold	7,362	–	–	0.66%	18
2020 Q4	$3.37M	Buy	+7,362	New	+$4.59M	0.78%	16

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Glassman Wealth Services's NKLA Position: Q1 2024 in Review

Glassman Wealth Services sold out of Nikola Corporation Common Stock (NKLA) in Q1 2024, closing a stake of 7,363 shares — an estimated $193K sold.

Glassman Wealth Services first reported a position in NKLA in Q4 2020 and held it in 13 quarters. The position peaked at $3.99M in Q2 2021. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

Glassman Wealth Services reported no remaining Nikola Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 7,363 Nikola Corporation Common Stock shares in Q1 2024, an estimated $193K.
Glassman Wealth Services first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 13 quarters.
Glassman Wealth Services's Nikola Corporation Common Stock position peaked at $3.99M in Q2 2021.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.