KFA
NKLA

Kelleher Financial Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Kelleher Financial 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
2020
Q3 		– Sell
-187
Closed -$379K – 114
2020
Q2 		$379K Buy
+187
New +$180K 0.36% 64

Other funds holding NKLA

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Kelleher Financial Advisors's NKLA Position: Q3 2020 in Review

Kelleher Financial Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q3 2020, closing a stake of 187 shares — an estimated $379K sold.

Kelleher Financial Advisors first reported a position in NKLA in Q2 2020 and held it in 1 quarter. The position peaked at $379K in Q2 2020. 213 funds tracked by Wall St. Rank hold NKLA as of Q3 2020.

  • Kelleher Financial Advisors reported no remaining Nikola Corporation Common Stock position as of Q3 2020 after selling out during the quarter.
  • Kelleher Financial Advisors sold 187 Nikola Corporation Common Stock shares in Q3 2020, an estimated $379K.
  • Kelleher Financial Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 1 quarter.
  • Kelleher Financial Advisors's Nikola Corporation Common Stock position peaked at $379K in Q2 2020.
  • 213 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2020.

Based on Kelleher Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.