Patriot Financial Group Insurance Agency’s Nikola Corporation Common Stock NKLA Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-10	Closed	-$1K	–	2029
2022 Q2	$1K	Buy	10 +3	+43%	+$613	﹤0.01%	1976
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	1898
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	1991
2021 Q3	$2K	Sell	7 -3	-30%	-$1.05K	﹤0.01%	1997
2021 Q2	$5K	Hold	10	–	–	﹤0.01%	1679
2021 Q1	$4K	Sell	10 -48	-83%	-$27.3K	﹤0.01%	1656
2020 Q4	$27K	Buy	58 +7	+14%	+$4.36K	0.01%	888
2020 Q3	$31K	Buy	+51	New	+$59.4K	0.01%	668

Other funds holding NKLA

Norges Bank Oslo, Norway $1T AUM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NKLA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nikola Corporation Common Stock (NKLA) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in NKLA in Q3 2020 and held it in 8 quarters. The position peaked at $31K in Q3 2020. 258 funds tracked by Wall St. Rank hold NKLA as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Nikola Corporation Common Stock position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 10 Nikola Corporation Common Stock shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Nikola Corporation Common Stock position peaked at $31K in Q3 2020.
258 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.