SOA
NKLA

Sea Otter Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Sea Otter 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
2024
Q3 		$469K Hold
102,500
– – 26.34% 2
2024
Q2 		$839K Buy
102,500
+99,083
+2,900% +$1.77M 5.82% 5
2024
Q1 		$107K Hold
3,417
– – 0.52% 27
2023
Q4 		$90.9K Hold
3,417
– – 0.06% 81
2023
Q3 		$161K Hold
3,417
– – 0.09% 96
2023
Q2 		$141K Buy
3,417
+84
+3% +$2.32K 0.08% 108
2023
Q1 		$121K Buy
+3,333
New +$219K 0.06% 138

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sea Otter Advisors's NKLA Position: Q3 2024 in Review

Sea Otter Advisors held its Nikola Corporation Common Stock (NKLA) position steady in Q3 2024 at 5,333 shares worth $24.4K. The position accounts for 1.37% of the portfolio, ranked #4.

Sea Otter Advisors first reported a position in NKLA in Q2 2023 and has held it in 6 quarters since. The position peaked at $66.7K in Q3 2023. 158 funds tracked by Wall St. Rank hold NKLA as of Q3 2024.

  • Sea Otter Advisors held 5,333 shares of Nikola Corporation Common Stock worth $24.4K as of Q3 2024.
  • Sea Otter Advisors left its Nikola Corporation Common Stock share count unchanged in Q3 2024.
  • Nikola Corporation Common Stock made up 1.37% of Sea Otter Advisors's portfolio in Q3 2024, its #4 holding.
  • Sea Otter Advisors first reported a position in Nikola Corporation Common Stock in Q2 2023 and has held it in 6 quarters since.
  • Sea Otter Advisors's Nikola Corporation Common Stock position peaked at $66.7K in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2024.

Based on Sea Otter Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.