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 $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

Sowell Financial Services's NKLA Position: Q3 2021 in Review

Sowell Financial Services sold out of Nikola Corporation Common Stock (NKLA) in Q3 2021, closing a stake of 414 shares — an estimated $225K sold.

Sowell Financial Services first reported a position in NKLA in Q1 2020 and held it in 6 quarters. The position peaked at $1.05M in Q2 2020. 247 funds tracked by Wall St. Rank hold NKLA as of Q3 2021.

  • Sowell Financial Services reported no remaining Nikola Corporation Common Stock position as of Q3 2021 after selling out during the quarter.
  • Sowell Financial Services sold 414 Nikola Corporation Common Stock shares in Q3 2021, an estimated $225K.
  • Sowell Financial Services first reported a position in Nikola Corporation Common Stock in Q1 2020 and held it in 6 quarters.
  • Sowell Financial Services's Nikola Corporation Common Stock position peaked at $1.05M in Q2 2020.
  • 247 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.