Oakworth Capital’s Nikola Corporation Common Stock NKLA Stock Holding History

Oakworth Capital’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	–	Sell	-13	Closed	-$402	–	734
2024 Q1	$402	Hold	13	–	–	﹤0.01%	671
2023 Q4	$339	Hold	13	–	–	﹤0.01%	670
2023 Q3	$608	Hold	13	–	–	﹤0.01%	579
2023 Q2	$534	Hold	13	–	–	﹤0.01%	614
2023 Q1	$468	Hold	13	–	–	﹤0.01%	573
2022 Q4	$836	Hold	13	–	–	﹤0.01%	549
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	550
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	531
2022 Q1	$4K	Hold	13	–	–	﹤0.01%	510
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	542
2021 Q3	$4K	Hold	13	–	–	﹤0.01%	529
2021 Q2	$7K	Hold	13	–	–	﹤0.01%	503
2021 Q1	$5K	Hold	13	–	–	﹤0.01%	509
2020 Q4	$6K	Hold	13	–	–	﹤0.01%	485
2020 Q3	$8K	Buy	+13	New	+$15.1K	﹤0.01%	450

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Oakworth Capital's NKLA Position: Q2 2024 in Review

Oakworth Capital sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 13 shares — an estimated $402 sold.

Oakworth Capital first reported a position in NKLA in Q3 2020 and held it in 15 quarters. The position peaked at $8K in Q3 2020. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

Oakworth Capital reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Oakworth Capital sold 13 Nikola Corporation Common Stock shares in Q2 2024, an estimated $402.
Oakworth Capital first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 15 quarters.
Oakworth Capital's Nikola Corporation Common Stock position peaked at $8K in Q3 2020.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Oakworth Capital's 13F filing for Q2 2024, filed 19 Jul 2024.