PA
NKLA

Perennial Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Perennial 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
2021
Q3 		– Sell
-17
Closed -$9K – 289
2021
Q2 		$9K Hold
17
– – ﹤0.01% 246
2021
Q1 		$7K Hold
17
– – ﹤0.01% 247
2020
Q4 		$8K Buy
+17
New +$10.6K ﹤0.01% 210
2020
Q3 		– Sell
-17
Closed -$34K – 216
2020
Q2 		$34K Buy
+17
New +$16.4K 0.01% 147

Other funds holding NKLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Perennial Advisors's NKLA Position: Q3 2021 in Review

Perennial Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q3 2021, closing a stake of 17 shares — an estimated $9K sold.

Perennial Advisors first reported a position in NKLA in Q2 2020 and held it in 4 quarters. The position peaked at $34K in Q2 2020. 247 funds tracked by Wall St. Rank hold NKLA as of Q3 2021.

  • Perennial Advisors reported no remaining Nikola Corporation Common Stock position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 17 Nikola Corporation Common Stock shares in Q3 2021, an estimated $9K.
  • Perennial Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 4 quarters.
  • Perennial Advisors's Nikola Corporation Common Stock position peaked at $34K in Q2 2020.
  • 247 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.