PSAMP
NKLA

P. Schoenfeld Asset Management (PSAM)’s Nikola Corporation Common Stock NKLA Stock Holding History

P. Schoenfeld Asset Management (PSAM)’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
2025
Q1 		– Sell
-376,100
Closed -$448K – 48
2024
Q4 		$448K Hold
376,100
– – 0.12% 33
2024
Q3 		$1.72M Hold
376,100
– – 0.42% 28
2024
Q2 		$3.08M Buy
376,100
+363,563
+2,900% +$6.49M 0.74% 27
2024
Q1 		$391K Sell
12,537
-11,780
-48% -$253K 0.11% 28
2023
Q4 		$638K Sell
24,317
-5,033
-17% -$156K 0.15% 46
2023
Q3 		$1.38M Buy
+29,350
New +$1.53M 0.11% 63
2022
Q3 		– Sell
-20,000
Closed -$2.86M – 324
2022
Q2 		$2.86M Hold
20,000
– – 0.17% 131
2022
Q1 		$6.43M Sell
20,000
-26,520
-57% -$6.77M 0.31% 77
2021
Q4 		$13.8M Buy
46,520
+16,520
+55% +$5.51M 0.68% 37
2021
Q3 		$9.6M Buy
30,000
+10,000
+50% +$3.5M 0.61% 42
2021
Q2 		$10.8M Buy
20,000
+11,873
+146% +$4.95M 0.62% 32
2021
Q1 		$3.39M Sell
8,127
-4,373
-35% -$2.49M 0.19% 110
2020
Q4 		$5.72M Buy
12,500
+6,667
+114% +$4.15M 0.54% 35
2020
Q3 		$3.58M Buy
+5,833
New +$6.79M 0.34% 61

Other funds holding NKLA

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XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

P. Schoenfeld Asset Management (PSAM)'s NKLA Position: Q2 2024 in Review

P. Schoenfeld Asset Management (PSAM) sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 12,444 shares — an estimated $222K sold.

P. Schoenfeld Asset Management (PSAM) first reported a position in NKLA in Q2 2020 and held it in 14 quarters. The position peaked at $179M in Q2 2020. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • P. Schoenfeld Asset Management (PSAM) reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • P. Schoenfeld Asset Management (PSAM) sold 12,444 Nikola Corporation Common Stock shares in Q2 2024, an estimated $222K.
  • P. Schoenfeld Asset Management (PSAM) first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 14 quarters.
  • P. Schoenfeld Asset Management (PSAM)'s Nikola Corporation Common Stock position peaked at $179M in Q2 2020.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on P. Schoenfeld Asset Management (PSAM)'s 13F filing for Q2 2024, filed 14 Aug 2024.