MW
NKLA

Milestone Wealth’s Nikola Corporation Common Stock NKLA Stock Holding History

Milestone Wealth’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 		$42K Buy
+400
New +$67.7K 0.05% 120

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Milestone Wealth's NKLA Position: Q3 2022 in Review

Milestone Wealth opened a new position in Nikola Corporation Common Stock (NKLA) in Q3 2022: 400 shares worth $42K. The stake represents 0.05% of the portfolio and ranks #120 among its holdings.

258 funds tracked by Wall St. Rank hold NKLA as of Q3 2022.

  • Milestone Wealth held 400 shares of Nikola Corporation Common Stock worth $42K as of Q3 2022.
  • Nikola Corporation Common Stock was a new Milestone Wealth position in Q3 2022.
  • Nikola Corporation Common Stock made up 0.05% of Milestone Wealth's portfolio in Q3 2022, its #120 holding.
  • 258 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.