LWA
NKLA

Lenox Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Lenox Wealth 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
2022
Q1 		$1K Hold
3
– – ﹤0.01% 741
2021
Q4 		$1K Hold
3
– – ﹤0.01% 937
2021
Q3 		$1K Hold
3
– – ﹤0.01% 700
2021
Q2 		$2K Hold
3
– – ﹤0.01% 652
2021
Q1 		$1K Hold
3
– – ﹤0.01% 662
2020
Q4 		$2K Hold
3
– – ﹤0.01% 585
2020
Q3 		$2K Hold
3
– – ﹤0.01% 536
2020
Q2 		$7K Buy
+3
New +$2.89K ﹤0.01% 411

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lenox Wealth Advisors's NKLA Position: Q1 2022 in Review

Lenox Wealth Advisors held its Nikola Corporation Common Stock (NKLA) position steady in Q1 2022 at 3 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Lenox Wealth Advisors first reported a position in NKLA in Q2 2020 and has held it in 8 quarters since. The position peaked at $7K in Q2 2020. 268 funds tracked by Wall St. Rank hold NKLA as of Q1 2022.

  • Lenox Wealth Advisors held 3 shares of Nikola Corporation Common Stock worth $1K as of Q1 2022.
  • Lenox Wealth Advisors left its Nikola Corporation Common Stock share count unchanged in Q1 2022.
  • Nikola Corporation Common Stock made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #741 holding.
  • Lenox Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and has held it in 8 quarters since.
  • Lenox Wealth Advisors's Nikola Corporation Common Stock position peaked at $7K in Q2 2020.
  • 268 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.