SFS
NKLA

Sowell Financial Services’s Nikola Corporation Common Stock NKLA Stock Holding History

Sowell Financial Services’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 		– Sell
-414
Closed -$225K – 567
2021
Q2 		$225K Sell
414
-22
-5% -$9.17K 0.01% 500
2021
Q1 		$133K Buy
436
+20
+5% +$11.4K ﹤0.01% 1250
2020
Q4 		$191K Hold
416
– – 0.01% 871
2020
Q3 		$256K Sell
416
-100
-19% -$116K 0.01% 660
2020
Q2 		$1.05M Buy
516
+454
+732% +$438K 0.06% 262
2020
Q1 		$20K Buy
+62
New +$20K ﹤0.01% 1403

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 $5.7T 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return