OWA
NKLA

Opal Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-366
Closed -$3K – 1230
2024
Q2 		$3K Buy
+366
New +$6.53K ﹤0.01% 888

Other funds holding NKLA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Opal Wealth Advisors's NKLA Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q3 2024, closing a stake of 366 shares — an estimated $3K sold.

Opal Wealth Advisors first reported a position in NKLA in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 158 funds tracked by Wall St. Rank hold NKLA as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Nikola Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 366 Nikola Corporation Common Stock shares in Q3 2024, an estimated $3K.
  • Opal Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Nikola Corporation Common Stock position peaked at $3K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.