OIA
NKLA

Optimum Investment Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Optimum Investment 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
2022
Q4 		– Sell
-3
Closed – – 843
2022
Q3 		$0 Hold
3
– – ﹤0.01% 903
2022
Q2 		$0 Hold
3
– – ﹤0.01% 904
2022
Q1 		$1K Buy
+3
New +$765 ﹤0.01% 821

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Optimum Investment Advisors's NKLA Position: Q4 2022 in Review

Optimum Investment Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q4 2022, closing a stake of 3 shares.

Optimum Investment Advisors first reported a position in NKLA in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

  • Optimum Investment Advisors reported no remaining Nikola Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 3 Nikola Corporation Common Stock shares in Q4 2022.
  • Optimum Investment Advisors first reported a position in Nikola Corporation Common Stock in Q1 2022 and held it in 3 quarters.
  • Optimum Investment Advisors's Nikola Corporation Common Stock position peaked at $1K in Q1 2022.
  • 257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on Optimum Investment Advisors's 13F filing for Q4 2022, filed 5 Jan 2023.