Stifel Financial
NKLA

Stifel Financial’s Nikola Corporation Common Stock NKLA Stock Holding History

Stifel Financial’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
2024
Q2 		– Sell
-893
Closed -$27.8K – 3467
2024
Q1 		$27.8K Sell
893
-5
-0.6% -$107 ﹤0.01% 3292
2023
Q4 		$23.6K Hold
898
– – ﹤0.01% 3262
2023
Q3 		$42.3K Buy
+898
New +$46.7K ﹤0.01% 3195
2023
Q2 		– Sell
-1,123
Closed -$40.8K – 3442
2023
Q1 		$40.8K Buy
1,123
+488
+77% +$32K ﹤0.01% 3247
2022
Q4 		$41.1K Buy
635
+114
+22% +$9.53K ﹤0.01% 3203
2022
Q3 		$55K Buy
521
+23
+5% +$3.89K ﹤0.01% 3178
2022
Q2 		$71K Buy
498
+118
+31% +$24.1K ﹤0.01% 3196
2022
Q1 		$122K Sell
380
-27
-7% -$6.89K ﹤0.01% 3234
2021
Q4 		$121K Sell
407
-2,051
-83% -$684K ﹤0.01% 3248
2021
Q3 		$787K Buy
2,458
+101
+4% +$35.4K ﹤0.01% 2272
2021
Q2 		$1.28M Buy
2,357
+552
+31% +$230K ﹤0.01% 1914
2021
Q1 		$752K Buy
+1,805
New +$1.03M ﹤0.01% 2192
2020
Q4 		– Sell
-455
Closed -$280K – 3135
2020
Q3 		$280K Buy
455
+70
+18% +$81.5K ﹤0.01% 2450
2020
Q2 		$779K Buy
+385
New +$371K ﹤0.01% 1727

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Stifel Financial's NKLA Position: Q2 2024 in Review

Stifel Financial sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 893 shares — an estimated $27.8K sold.

Stifel Financial first reported a position in NKLA in Q2 2020 and held it in 14 quarters. The position peaked at $1.28M in Q2 2021. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • Stifel Financial reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • Stifel Financial sold 893 Nikola Corporation Common Stock shares in Q2 2024, an estimated $27.8K.
  • Stifel Financial first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 14 quarters.
  • Stifel Financial's Nikola Corporation Common Stock position peaked at $1.28M in Q2 2021.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Stifel Financial's 13F filing for Q2 2024, filed 13 Aug 2024.