SIM
NKLA

Sonora Investment Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Sonora Investment Management’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
Q3 		$3K Hold
9
– – ﹤0.01% 964
2021
Q2 		$5K Buy
9
+1
+13% +$417 ﹤0.01% 816
2021
Q1 		$3K Sell
8
-4
-33% -$2.28K ﹤0.01% 1639
2020
Q4 		$5K Hold
12
– – ﹤0.01% 1465
2020
Q3 		$7K Buy
+12
New +$14K ﹤0.01% 1357

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 $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sonora Investment Management's NKLA Position: Q3 2021 in Review

Sonora Investment Management held its Nikola Corporation Common Stock (NKLA) position steady in Q3 2021 at 9 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Sonora Investment Management first reported a position in NKLA in Q3 2020 and has held it in 5 quarters since. The position peaked at $7K in Q3 2020. 247 funds tracked by Wall St. Rank hold NKLA as of Q3 2021.

  • Sonora Investment Management held 9 shares of Nikola Corporation Common Stock worth $3K as of Q3 2021.
  • Sonora Investment Management left its Nikola Corporation Common Stock share count unchanged in Q3 2021.
  • Nikola Corporation Common Stock made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #964 holding.
  • Sonora Investment Management first reported a position in Nikola Corporation Common Stock in Q3 2020 and has held it in 5 quarters since.
  • Sonora Investment Management's Nikola Corporation Common Stock position peaked at $7K in Q3 2020.
  • 247 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.