JWM
NKLA

Jeppson Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-7
Closed -$4K – 482
2020
Q3 		$4K Buy
+7
New +$8.15K ﹤0.01% 462

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Jeppson Wealth Management's NKLA Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2020, closing a stake of 7 shares — an estimated $4K sold.

Jeppson Wealth Management first reported a position in NKLA in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 230 funds tracked by Wall St. Rank hold NKLA as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 7 Nikola Corporation Common Stock shares in Q4 2020, an estimated $4K.
  • Jeppson Wealth Management first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Nikola Corporation Common Stock position peaked at $4K in Q3 2020.
  • 230 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.