Global Wealth Management Investment Advisory’s Nikola Corporation Common Stock NKLA Stock Holding History

Global Wealth Management Investment Advisory’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	-1	Closed	-$37	–	468
2023 Q4	$37	Hold	1	–	–	﹤0.01%	469
2023 Q3	$66	Hold	1	–	–	﹤0.01%	471
2023 Q2	$61	Buy	+1	New	+$28	﹤0.01%	478
2022 Q3	–	Sell	-1	Closed	–	–	510
2022 Q2	$0	Hold	1	–	–	﹤0.01%	548
2022 Q1	$0	Hold	1	–	–	﹤0.01%	538
2021 Q4	$0	Sell	1 -4	-80%	-$1.33K	﹤0.01%	510
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	433
2021 Q2	$3K	Hold	5	–	–	﹤0.01%	383
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	429
2020 Q4	$2K	Sell	5 -8	-62%	-$4.98K	﹤0.01%	413
2020 Q3	$8K	Sell	13 -11	-46%	-$12.8K	﹤0.01%	296
2020 Q2	$48K	Sell	24 -9	-27%	-$8.67K	0.02%	196
2020 Q1	$11K	Buy	+33	New	+$10.7K	0.01%	329

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $303B AUM 53.02% 1-Year Est. Return

Global Wealth Management Investment Advisory's NKLA Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Nikola Corporation Common Stock (NKLA) in Q1 2024, closing a stake of 1 share — an estimated $37 sold.

Global Wealth Management Investment Advisory first reported a position in NKLA in Q1 2020 and held it in 13 quarters. The position peaked at $48K in Q2 2020. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Nikola Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1 Nikola Corporation Common Stock share in Q1 2024, an estimated $37.
Global Wealth Management Investment Advisory first reported a position in Nikola Corporation Common Stock in Q1 2020 and held it in 13 quarters.
Global Wealth Management Investment Advisory's Nikola Corporation Common Stock position peaked at $48K in Q2 2020.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.