PWPS
NKLA

Pinnacle Wealth Planning Services’s Nikola Corporation Common Stock NKLA Stock Holding History

Pinnacle Wealth Planning Services’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
-551
Closed -$35.7K – 509
2022
Q4 		$35.7K Buy
+551
New +$46.1K 0.01% 441

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

Pinnacle Wealth Planning Services's NKLA Position: Q1 2023 in Review

Pinnacle Wealth Planning Services sold out of Nikola Corporation Common Stock (NKLA) in Q1 2023, closing a stake of 551 shares — an estimated $35.7K sold.

Pinnacle Wealth Planning Services first reported a position in NKLA in Q4 2022 and held it in 1 quarter. The position peaked at $35.7K in Q4 2022. 245 funds tracked by Wall St. Rank hold NKLA as of Q1 2023.

  • Pinnacle Wealth Planning Services reported no remaining Nikola Corporation Common Stock position as of Q1 2023 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 551 Nikola Corporation Common Stock shares in Q1 2023, an estimated $35.7K.
  • Pinnacle Wealth Planning Services first reported a position in Nikola Corporation Common Stock in Q4 2022 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Nikola Corporation Common Stock position peaked at $35.7K in Q4 2022.
  • 245 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2023.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2023, filed 3 May 2023.