MWM
NKLA

Modera Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Modera Wealth Management’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
2023
Q4 		– Sell
-408
Closed -$19.2K – 559
2023
Q3 		$19.2K Buy
+408
New +$21.2K ﹤0.01% 543

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Citigroup
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Geode Capital Management
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State Street
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D.E. Shaw & Co
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Jane Street
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Renaissance Technologies
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Modera Wealth Management's NKLA Position: Q4 2023 in Review

Modera Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2023, closing a stake of 408 shares — an estimated $19.2K sold.

Modera Wealth Management first reported a position in NKLA in Q3 2023 and held it in 1 quarter. The position peaked at $19.2K in Q3 2023. 270 funds tracked by Wall St. Rank hold NKLA as of Q4 2023.

  • Modera Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q4 2023 after selling out during the quarter.
  • Modera Wealth Management sold 408 Nikola Corporation Common Stock shares in Q4 2023, an estimated $19.2K.
  • Modera Wealth Management first reported a position in Nikola Corporation Common Stock in Q3 2023 and held it in 1 quarter.
  • Modera Wealth Management's Nikola Corporation Common Stock position peaked at $19.2K in Q3 2023.
  • 270 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2023.

Based on Modera Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.