PF
NKLA

Phoenix Financial’s Nikola Corporation Common Stock NKLA Stock Holding History

Phoenix Financial’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
2020
Q2 		– Sell
-16,020
Closed -$5.17M – 370
2020
Q1 		$5.17M Buy
+16,020
New +$5.17M 0.26% 103

Other funds holding NKLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
KSCM
Key Square Capital Management Stamford, Connecticut $14.2M AUM 21.27% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
MIM
Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return

Phoenix Financial's NKLA Position: Q2 2020 in Review

Phoenix Financial sold out of Nikola Corporation Common Stock (NKLA) in Q2 2020, closing a stake of 16,020 shares — an estimated $5.17M sold.

Phoenix Financial first reported a position in NKLA in Q1 2020 and held it in 1 quarter. The position peaked at $5.17M in Q1 2020. 150 funds tracked by Wall St. Rank hold NKLA as of Q2 2020.

  • Phoenix Financial reported no remaining Nikola Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
  • Phoenix Financial sold 16,020 Nikola Corporation Common Stock shares in Q2 2020, an estimated $5.17M.
  • Phoenix Financial first reported a position in Nikola Corporation Common Stock in Q1 2020 and held it in 1 quarter.
  • Phoenix Financial's Nikola Corporation Common Stock position peaked at $5.17M in Q1 2020.
  • 150 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2020.

Based on Phoenix Financial's 13F filing for Q2 2020, filed 10 Aug 2020.