SWM
NKLA

Spire Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Spire Wealth 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
2022
Q3 		– Sell
-17
Closed -$2K – 2662
2022
Q2 		$2K Sell
17
-3
-15% -$613 ﹤0.01% 2416
2022
Q1 		$6K Sell
20
-2
-9% -$510 ﹤0.01% 2212
2021
Q4 		$6K Buy
22
+19
+633% +$6.34K ﹤0.01% 2539
2021
Q3 		$1K Hold
3
– – ﹤0.01% 2554
2021
Q2 		$2K Sell
3
-50
-94% -$20.8K ﹤0.01% 2511
2021
Q1 		$22K Buy
+53
New +$30.2K ﹤0.01% 2118

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TA
Teramo Advisors Naples, Florida $474M AUM 16.54% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Spire Wealth Management's NKLA Position: Q3 2022 in Review

Spire Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q3 2022, closing a stake of 17 shares — an estimated $2K sold.

Spire Wealth Management first reported a position in NKLA in Q1 2021 and held it in 6 quarters. The position peaked at $22K in Q1 2021. 258 funds tracked by Wall St. Rank hold NKLA as of Q3 2022.

  • Spire Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 17 Nikola Corporation Common Stock shares in Q3 2022, an estimated $2K.
  • Spire Wealth Management first reported a position in Nikola Corporation Common Stock in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Nikola Corporation Common Stock position peaked at $22K in Q1 2021.
  • 258 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.