KAS
NKLA

Kestra Advisory Services’s Nikola Corporation Common Stock NKLA Stock Holding History

Kestra Advisory Services’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
-10,264
Closed -$320K – 2702
2024
Q1 		$320K Buy
10,264
+4,766
+87% +$102K ﹤0.01% 1957
2023
Q4 		$144K Buy
5,498
+1,645
+43% +$51.1K ﹤0.01% 2162
2023
Q3 		$181K Buy
3,853
+72
+2% +$3.75K ﹤0.01% 1942
2023
Q2 		$157K Buy
3,781
+68
+2% +$1.88K ﹤0.01% 1948
2023
Q1 		$135K Buy
3,713
+1,172
+46% +$76.9K ﹤0.01% 1919
2022
Q4 		$165K Sell
2,541
-113
-4% -$9.45K ﹤0.01% 2066
2022
Q3 		$280K Buy
2,654
+110
+4% +$18.6K ﹤0.01% 1633
2022
Q2 		$363K Buy
2,544
+1,034
+68% +$211K ﹤0.01% 1509
2022
Q1 		$485K Sell
1,510
-2,893
-66% -$738K 0.01% 1321
2021
Q4 		$1.3M Buy
4,403
+650
+17% +$217K 0.01% 867
2021
Q3 		$1.2M Buy
3,753
+1,446
+63% +$506K 0.01% 917
2021
Q2 		$1.25M Buy
2,307
+249
+12% +$104K 0.01% 831
2021
Q1 		$858K Buy
2,058
+483
+31% +$275K 0.01% 947
2020
Q4 		$755K Buy
1,575
+863
+121% +$537K 0.01% 1001
2020
Q3 		$444K Buy
+712
New +$829K 0.01% 942

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

Kestra Advisory Services's NKLA Position: Q2 2024 in Review

Kestra Advisory Services sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 10,264 shares — an estimated $320K sold.

Kestra Advisory Services first reported a position in NKLA in Q3 2020 and held it in 15 quarters. The position peaked at $1.3M in Q4 2021. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • Kestra Advisory Services reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 10,264 Nikola Corporation Common Stock shares in Q2 2024, an estimated $320K.
  • Kestra Advisory Services first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 15 quarters.
  • Kestra Advisory Services's Nikola Corporation Common Stock position peaked at $1.3M in Q4 2021.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Kestra Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.