SIAG
NKLA

Safeguard Investment Advisory Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-20
Closed -$9K – 761
2020
Q4 		$9K Buy
+20
New +$12.5K 0.01% 437

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
CWMU
Caliber Wealth Management (Utah) Orem, Utah $188M AUM 29.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Safeguard Investment Advisory Group's NKLA Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Nikola Corporation Common Stock (NKLA) in Q1 2021, closing a stake of 20 shares — an estimated $9K sold.

Safeguard Investment Advisory Group first reported a position in NKLA in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 235 funds tracked by Wall St. Rank hold NKLA as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Nikola Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 20 Nikola Corporation Common Stock shares in Q1 2021, an estimated $9K.
  • Safeguard Investment Advisory Group first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Nikola Corporation Common Stock position peaked at $9K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.