J.W. Cole Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

J.W. Cole Advisors’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	-438	Closed	-$11.5K	–	926
2023 Q4	$11.5K	Buy	438 +7	+2%	+$218	﹤0.01%	811
2023 Q3	$20.3K	Sell	431 -30	-7%	-$1.56K	﹤0.01%	727
2023 Q2	$19.1K	Buy	+461	New	+$12.7K	﹤0.01%	751
2023 Q1	–	Sell	-355	Closed	-$23K	–	814
2022 Q4	$23K	Sell	355 -18	-5%	-$1.5K	﹤0.01%	737
2022 Q3	$39K	Sell	373 -4	-1%	-$677	﹤0.01%	714
2022 Q2	$54K	Buy	+377	New	+$77.1K	﹤0.01%	718

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

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 $2.9T AUM 29.55% 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 $235B AUM 32.99% 1-Year Est. Return

J.W. Cole Advisors's NKLA Position: Q1 2024 in Review

J.W. Cole Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q1 2024, closing a stake of 438 shares — an estimated $11.5K sold.

J.W. Cole Advisors first reported a position in NKLA in Q2 2022 and held it in 6 quarters. The position peaked at $54K in Q2 2022. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

J.W. Cole Advisors reported no remaining Nikola Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
J.W. Cole Advisors sold 438 Nikola Corporation Common Stock shares in Q1 2024, an estimated $11.5K.
J.W. Cole Advisors first reported a position in Nikola Corporation Common Stock in Q2 2022 and held it in 6 quarters.
J.W. Cole Advisors's Nikola Corporation Common Stock position peaked at $54K in Q2 2022.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on J.W. Cole Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.