Next Financial Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Next Financial Group’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
2021 Q4	$79K	Buy	268 +4	+2%	+$1.33K	0.01%	1289
2021 Q3	$85K	Hold	264	–	–	0.01%	1193
2021 Q2	$143K	Buy	264 +203	+333%	+$84.6K	0.01%	956
2021 Q1	$26K	Buy	61 +6	+11%	+$3.42K	﹤0.01%	1551
2020 Q4	$25K	Sell	55 -25	-31%	-$15.6K	﹤0.01%	1465
2020 Q3	$49K	Buy	+80	New	+$93.1K	0.01%	1118

Other funds holding NKLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 New York $29.1B AUM 96.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Next Financial Group's NKLA Position: Q4 2021 in Review

Next Financial Group increased its Nikola Corporation Common Stock (NKLA) stake by 1.5% in Q4 2021, buying an estimated $1.33K and bringing the position to 268 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #1289.

Next Financial Group first reported a position in NKLA in Q3 2020 and has held it in 6 quarters since. The position peaked at $143K in Q2 2021. 275 funds tracked by Wall St. Rank hold NKLA as of Q4 2021.

Next Financial Group held 268 shares of Nikola Corporation Common Stock worth $79K as of Q4 2021.
Next Financial Group bought 4 Nikola Corporation Common Stock shares in Q4 2021, an estimated $1.33K.
Nikola Corporation Common Stock made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1289 holding.
Next Financial Group first reported a position in Nikola Corporation Common Stock in Q3 2020 and has held it in 6 quarters since.
Next Financial Group's Nikola Corporation Common Stock position peaked at $143K in Q2 2021.
275 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.