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

Rational 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
2023 Q4	–	Sell	-29	Closed	-$1.19K	–	287
2023 Q3	$1.19K	Hold	29	–	–	﹤0.01%	271
2023 Q2	$1.19K	Hold	29	–	–	﹤0.01%	263
2023 Q1	$1.04K	Hold	29	–	–	﹤0.01%	261
2022 Q4	$1.86K	Hold	29	–	–	﹤0.01%	236
2022 Q3	$3K	Hold	29	–	–	﹤0.01%	237
2022 Q2	$4K	Buy	29 +1	+4%	+$204	﹤0.01%	236
2022 Q1	$9K	Buy	+28	New	+$7.14K	﹤0.01%	213

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Rational Advisors's NKLA Position: Q4 2023 in Review

Rational Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q4 2023, closing a stake of 29 shares — an estimated $1.19K sold.

Rational Advisors first reported a position in NKLA in Q1 2022 and held it in 7 quarters. The position peaked at $9K in Q1 2022. 270 funds tracked by Wall St. Rank hold NKLA as of Q4 2023.

Rational Advisors reported no remaining Nikola Corporation Common Stock position as of Q4 2023 after selling out during the quarter.
Rational Advisors sold 29 Nikola Corporation Common Stock shares in Q4 2023, an estimated $1.19K.
Rational Advisors first reported a position in Nikola Corporation Common Stock in Q1 2022 and held it in 7 quarters.
Rational Advisors's Nikola Corporation Common Stock position peaked at $9K in Q1 2022.
270 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.