Howe & Rusling’s Nikola Corporation Common Stock NKLA Stock Holding History

Howe & Rusling’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	–	Sell	-77	Closed	-$8K	–	1084
2022 Q3	$8K	Hold	77	–	–	﹤0.01%	583
2022 Q2	$11K	Buy	77 +75	+3,750%	+$15.3K	﹤0.01%	530
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	979
2021 Q4	$0	Hold	2	–	–	﹤0.01%	1079
2021 Q3	$1K	Sell	2 -1	-33%	-$350	﹤0.01%	954
2021 Q2	$2K	Buy	3 +1	+50%	+$417	﹤0.01%	848
2021 Q1	$1K	Sell	2 -6	-75%	-$3.42K	﹤0.01%	926
2020 Q4	$4K	Hold	8	–	–	﹤0.01%	694
2020 Q3	$5K	Buy	+8	New	+$9.31K	﹤0.01%	572

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 $235B AUM 32.99% 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

Howe & Rusling's NKLA Position: Q4 2022 in Review

Howe & Rusling sold out of Nikola Corporation Common Stock (NKLA) in Q4 2022, closing a stake of 77 shares — an estimated $8K sold.

Howe & Rusling first reported a position in NKLA in Q3 2020 and held it in 9 quarters. The position peaked at $11K in Q2 2022. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

Howe & Rusling reported no remaining Nikola Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 77 Nikola Corporation Common Stock shares in Q4 2022, an estimated $8K.
Howe & Rusling first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 9 quarters.
Howe & Rusling's Nikola Corporation Common Stock position peaked at $11K in Q2 2022.
257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.