RFA
NKLA

Reilly Financial Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Reilly Financial 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
Q4 		$2K Buy
+6
New +$2K ﹤0.01% 1022
2021
Q3 		– Sell
-6
Closed -$3K – 1083
2021
Q2 		$3K Hold
6
– – ﹤0.01% 882
2021
Q1 		$3K Hold
6
– – ﹤0.01% 890
2020
Q4 		$3K Hold
6
– – ﹤0.01% 774
2020
Q3 		$4K Hold
6
– – ﹤0.01% 700
2020
Q2 		$11K Buy
+6
New +$5.78K ﹤0.01% 569

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
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Reilly Financial Advisors's NKLA Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Nikola Corporation Common Stock (NKLA) in Q4 2021: 6 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in NKLA as recently as Q2 2021.

Reilly Financial Advisors first reported a position in NKLA in Q2 2020 and has held it in 6 quarters since. The position peaked at $11K in Q2 2020. 275 funds tracked by Wall St. Rank hold NKLA as of Q4 2021.

  • Reilly Financial Advisors held 6 shares of Nikola Corporation Common Stock worth $2K as of Q4 2021.
  • Nikola Corporation Common Stock was a new Reilly Financial Advisors position in Q4 2021.
  • Nikola Corporation Common Stock made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1022 holding.
  • Reilly Financial Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and has held it in 6 quarters since.
  • Reilly Financial Advisors's Nikola Corporation Common Stock position peaked at $11K in Q2 2020.
  • 275 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.