Heritage Wealth Management (Arizona)’s Nikola Corporation Common Stock NKLA Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$864	Buy	13 +6	+86%	+$502	﹤0.01%	1034
2022 Q3	$1K	Hold	7	–	–	﹤0.01%	997
2022 Q2	$952	Hold	7	–	–	﹤0.01%	928
2022 Q1	$2K	Buy	+7	New	+$1.79K	﹤0.01%	920

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s NKLA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Nikola Corporation Common Stock (NKLA) stake by 86% in Q4 2022, buying an estimated $502 and bringing the position to 13 shares worth $864. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Heritage Wealth Management (Arizona) first reported a position in NKLA in Q1 2022 and has held it in 4 quarters since. The position peaked at $2K in Q1 2022. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

Heritage Wealth Management (Arizona) held 13 shares of Nikola Corporation Common Stock worth $864 as of Q4 2022.
Heritage Wealth Management (Arizona) bought 6 Nikola Corporation Common Stock shares in Q4 2022, an estimated $502.
Nikola Corporation Common Stock made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1034 holding.
Heritage Wealth Management (Arizona) first reported a position in Nikola Corporation Common Stock in Q1 2022 and has held it in 4 quarters since.
Heritage Wealth Management (Arizona)'s Nikola Corporation Common Stock position peaked at $2K in Q1 2022.
257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.