SRH Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

SRH 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
2023 Q3	–	Sell	-100	Closed	-$3.63K	–	306
2023 Q2	$3.63K	Hold	100	–	–	﹤0.01%	256
2023 Q1	$4K	Buy	+100	New	+$6.56K	﹤0.01%	259

Other funds holding NKLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

SRH Advisors's NKLA Position: Q3 2023 in Review

SRH Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q3 2023, closing a stake of 100 shares — an estimated $3.63K sold.

SRH Advisors first reported a position in NKLA in Q1 2023 and held it in 2 quarters. The position peaked at $4K in Q1 2023. 274 funds tracked by Wall St. Rank hold NKLA as of Q3 2023.

SRH Advisors reported no remaining Nikola Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
SRH Advisors sold 100 Nikola Corporation Common Stock shares in Q3 2023, an estimated $3.63K.
SRH Advisors first reported a position in Nikola Corporation Common Stock in Q1 2023 and held it in 2 quarters.
SRH Advisors's Nikola Corporation Common Stock position peaked at $4K in Q1 2023.
274 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2023.

Based on SRH Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.