Sargent Bickham Lagudis’s Nikola Corporation Common Stock NKLA Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$508	Hold	8	–	–	﹤0.01%	989
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	958
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	1033
2022 Q1	$3K	Buy	8 +3	+60%	+$765	﹤0.01%	871
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	940
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	929
2021 Q2	$3K	Buy	5 +3	+150%	+$1.25K	﹤0.01%	852
2021 Q1	$1K	Sell	2 -1	-33%	-$569	﹤0.01%	913
2020 Q4	$1K	Buy	3 +1	+50%	+$623	﹤0.01%	855
2020 Q3	$1K	Buy	+2	New	+$2.33K	﹤0.01%	775

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sargent Bickham Lagudis's NKLA Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Nikola Corporation Common Stock (NKLA) position steady in Q4 2022 at 8 shares worth $508. The position accounts for ﹤0.01% of the portfolio, ranked #989.

Sargent Bickham Lagudis first reported a position in NKLA in Q3 2020 and has held it in 10 quarters since. The position peaked at $3K in Q1 2022. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

Sargent Bickham Lagudis held 8 shares of Nikola Corporation Common Stock worth $508 as of Q4 2022.
Sargent Bickham Lagudis left its Nikola Corporation Common Stock share count unchanged in Q4 2022.
Nikola Corporation Common Stock made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #989 holding.
Sargent Bickham Lagudis first reported a position in Nikola Corporation Common Stock in Q3 2020 and has held it in 10 quarters since.
Sargent Bickham Lagudis's Nikola Corporation Common Stock position peaked at $3K in Q1 2022.
257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.