Perigon Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Perigon Wealth Management’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	-355	Closed	-$37K	–	729
2022 Q3	$37K	Hold	355	–	–	﹤0.01%	567
2022 Q2	$51K	Hold	355	–	–	﹤0.01%	560
2022 Q1	$114K	Sell	355 -17	-5%	-$4.34K	0.01%	587
2021 Q4	$110K	Sell	372 -73	-16%	-$24.4K	0.01%	564
2021 Q3	$143K	Buy	445 +84	+23%	+$29.4K	0.01%	522
2021 Q2	$196K	Sell	361 -84	-19%	-$35K	0.02%	502
2021 Q1	$185K	Buy	445 +348	+359%	+$198K	0.02%	477
2020 Q4	$44K	Buy	+97	New	+$60.4K	0.01%	788

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Perigon Wealth Management's NKLA Position: Q4 2022 in Review

Perigon Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2022, closing a stake of 355 shares — an estimated $37K sold.

Perigon Wealth Management first reported a position in NKLA in Q4 2020 and held it in 8 quarters. The position peaked at $196K in Q2 2021. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

Perigon Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
Perigon Wealth Management sold 355 Nikola Corporation Common Stock shares in Q4 2022, an estimated $37K.
Perigon Wealth Management first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 8 quarters.
Perigon Wealth Management's Nikola Corporation Common Stock position peaked at $196K in Q2 2021.
257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on Perigon Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.