LFA
NKLA

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

Level 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
2022
Q3 		– Sell
-2
Closed – – 360
2022
Q2 		$0 Buy
+2
New +$409 ﹤0.01% 359

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
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 $474M AUM 16.54% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Level Financial Advisors's NKLA Position: Q3 2022 in Review

Level Financial Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q3 2022, closing a stake of 2 shares.

Level Financial Advisors first reported a position in NKLA in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 258 funds tracked by Wall St. Rank hold NKLA as of Q3 2022.

  • Level Financial Advisors reported no remaining Nikola Corporation Common Stock position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 2 Nikola Corporation Common Stock shares in Q3 2022.
  • Level Financial Advisors first reported a position in Nikola Corporation Common Stock in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Nikola Corporation Common Stock position peaked at $0 in Q2 2022.
  • 258 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.