KWAG
NKLA

Kiely Wealth Advisory Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$28 Hold
56
– – ﹤0.01% 313
2024
Q3 		$173 Hold
56
– – ﹤0.01% 310
2024
Q2 		$435 Sell
56
-1
-2% -$18 ﹤0.01% 297
2024
Q1 		$1.12K Hold
57
– – ﹤0.01% 265
2023
Q4 		$1.26K Buy
+57
New +$1.77K ﹤0.01% 258

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kiely Wealth Advisory Group's NKLA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Nikola Corporation Common Stock (NKLA) position steady in Q4 2024 at 56 shares worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Kiely Wealth Advisory Group first reported a position in NKLA in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.26K in Q4 2023. 161 funds tracked by Wall St. Rank hold NKLA as of Q4 2024.

  • Kiely Wealth Advisory Group held 56 shares of Nikola Corporation Common Stock worth $28 as of Q4 2024.
  • Kiely Wealth Advisory Group left its Nikola Corporation Common Stock share count unchanged in Q4 2024.
  • Nikola Corporation Common Stock made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #313 holding.
  • Kiely Wealth Advisory Group first reported a position in Nikola Corporation Common Stock in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Nikola Corporation Common Stock position peaked at $1.26K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.