IWC
NKLA

Integrated Wealth Concepts’s Nikola Corporation Common Stock NKLA Stock Holding History

Integrated Wealth Concepts’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
-1,851
Closed -$57.7K – 1723
2024
Q1 		$57.7K Sell
1,851
-33
-2% -$708 ﹤0.01% 1611
2023
Q4 		$49.4K Sell
1,884
-416
-18% -$12.9K ﹤0.01% 1561
2023
Q3 		$108K Buy
2,300
+971
+73% +$50.5K ﹤0.01% 1476
2023
Q2 		$55K Buy
+1,329
New +$36.7K ﹤0.01% 1514

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

Integrated Wealth Concepts's NKLA Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 1,851 shares — an estimated $57.7K sold.

Integrated Wealth Concepts first reported a position in NKLA in Q2 2023 and held it in 4 quarters. The position peaked at $108K in Q3 2023. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • Integrated Wealth Concepts reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,851 Nikola Corporation Common Stock shares in Q2 2024, an estimated $57.7K.
  • Integrated Wealth Concepts first reported a position in Nikola Corporation Common Stock in Q2 2023 and held it in 4 quarters.
  • Integrated Wealth Concepts's Nikola Corporation Common Stock position peaked at $108K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.