IAA
NKLA

Independent Advisor Alliance’s Nikola Corporation Common Stock NKLA Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-687
Closed -$21.4K – 756
2024
Q1 		$21.4K Sell
687
-33
-5% -$708 ﹤0.01% 694
2023
Q4 		$18.9K Buy
720
+200
+38% +$6.21K ﹤0.01% 673
2023
Q3 		$24.5K Buy
520
+33
+7% +$1.72K ﹤0.01% 642
2023
Q2 		$20.2K Sell
487
-7
-1% -$193 ﹤0.01% 662
2023
Q1 		$17.9K Buy
494
+28
+6% +$1.84K ﹤0.01% 661
2022
Q4 		$30 Sell
466
-2
-0.4% -$167 ﹤0.01% 406
2022
Q3 		$49K Buy
468
+1
+0.2% +$169 ﹤0.01% 609
2022
Q2 		$67K Sell
467
-30
-6% -$6.13K ﹤0.01% 594
2022
Q1 		$160K Buy
497
+68
+16% +$17.3K 0.01% 622
2021
Q4 		$127K Sell
429
-67
-14% -$22.4K 0.01% 640
2021
Q3 		$159K Buy
496
+77
+18% +$27K 0.01% 598
2021
Q2 		$227K Buy
+419
New +$175K 0.01% 560

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Independent Advisor Alliance's NKLA Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 687 shares — an estimated $21.4K sold.

Independent Advisor Alliance first reported a position in NKLA in Q2 2021 and held it in 12 quarters. The position peaked at $227K in Q2 2021. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 687 Nikola Corporation Common Stock shares in Q2 2024, an estimated $21.4K.
  • Independent Advisor Alliance first reported a position in Nikola Corporation Common Stock in Q2 2021 and held it in 12 quarters.
  • Independent Advisor Alliance's Nikola Corporation Common Stock position peaked at $227K in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.