PWS
NKLA

Paragon Wealth Strategies’s Nikola Corporation Common Stock NKLA Stock Holding History

Paragon Wealth Strategies’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
2023
Q1 		– Sell
-23
Closed -$1.51K – 246
2022
Q4 		$1.51K Buy
+23
New +$1.92K ﹤0.01% 212
2021
Q3 		– Sell
-33
Closed -$18K – 284
2021
Q2 		$18K Buy
+33
New +$13.7K ﹤0.01% 148

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
AC
Antara Capital New York $30.2K AUM 5.24% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paragon Wealth Strategies's NKLA Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Nikola Corporation Common Stock (NKLA) in Q1 2023, closing a stake of 23 shares — an estimated $1.51K sold.

Paragon Wealth Strategies first reported a position in NKLA in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 245 funds tracked by Wall St. Rank hold NKLA as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining Nikola Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 23 Nikola Corporation Common Stock shares in Q1 2023, an estimated $1.51K.
  • Paragon Wealth Strategies first reported a position in Nikola Corporation Common Stock in Q2 2021 and held it in 2 quarters.
  • Paragon Wealth Strategies's Nikola Corporation Common Stock position peaked at $18K in Q2 2021.
  • 245 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.