SIAP
NKLA

Sterling Investment Advisors (Pennsylvania)’s Nikola Corporation Common Stock NKLA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-18
Closed -$2K – 556
2022
Q2 		$2K Hold
18
– – ﹤0.01% 519
2022
Q1 		$6K Buy
+18
New +$4.59K ﹤0.01% 486
2021
Q3 		– Sell
-18
Closed -$10K – 613
2021
Q2 		$10K Hold
18
– – ﹤0.01% 427
2021
Q1 		$8K Hold
18
– – ﹤0.01% 424
2020
Q4 		$8K Buy
+18
New +$11.2K ﹤0.01% 389

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 $6.73T AUM 46.02% 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 $1.61T AUM 30.72% 1-Year Est. Return
TA
Teramo Advisors Naples, Florida $529M AUM 20.59% 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

Sterling Investment Advisors (Pennsylvania)'s NKLA Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Nikola Corporation Common Stock (NKLA) in Q3 2022, closing a stake of 18 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NKLA in Q4 2020 and held it in 5 quarters. The position peaked at $10K in Q2 2021. 258 funds tracked by Wall St. Rank hold NKLA as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Nikola Corporation Common Stock position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 18 Nikola Corporation Common Stock shares in Q3 2022, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 5 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Nikola Corporation Common Stock position peaked at $10K in Q2 2021.
  • 258 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.