SFPG
NKLA

Stonebridge Financial Planning Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-1
Closed – – 375
2021
Q4 		$0 Hold
1
– – ﹤0.01% 427
2021
Q3 		$0 Hold
1
– – ﹤0.01% 436
2021
Q2 		$0 Hold
1
– – ﹤0.01% 451
2021
Q1 		$0 Hold
1
– – ﹤0.01% 449
2020
Q4 		$0 Hold
1
– – ﹤0.01% 408
2020
Q3 		$0 Buy
+1
New +$1.16K ﹤0.01% 414

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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 $529M AUM 20.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stonebridge Financial Planning Group's NKLA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Nikola Corporation Common Stock (NKLA) in Q1 2022, closing a stake of 1 share.

Stonebridge Financial Planning Group first reported a position in NKLA in Q3 2020 and held it in 6 quarters. The position peaked at $0 in Q4 2021. 268 funds tracked by Wall St. Rank hold NKLA as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Nikola Corporation Common Stock position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1 Nikola Corporation Common Stock share in Q1 2022.
  • Stonebridge Financial Planning Group first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 6 quarters.
  • Stonebridge Financial Planning Group's Nikola Corporation Common Stock position peaked at $0 in Q4 2021.
  • 268 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.