MSFP
NKLA

Mark Sheptoff Financial Planning’s Nikola Corporation Common Stock NKLA Stock Holding History

Mark Sheptoff Financial Planning’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 		– Hold
0
– -$10 – 443
2024
Q1 		– Hold
0
– – – 402
2023
Q4 		– Hold
0
– – – 396
2023
Q3 		– Hold
0
– – – 383
2023
Q2 		– Hold
0
– – – 392
2023
Q1 		– Hold
0
– – – 385
2022
Q4 		– Hold
0
– – – 393
2022
Q3 		– Hold
0
– – – 400
2022
Q2 		– Hold
0
– – – 440
2022
Q1 		– Hold
0
– – – 494
2021
Q4 		– Hold
0
– – – 482
2021
Q3 		– Hold
0
– – – 436
2021
Q2 		– Hold
0
– – – 440
2021
Q1 		– Hold
0
– – – 397
2020
Q4 		– Hold
0
– – – 368

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