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

Sugarloaf 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
2024 Q4	$56	Hold	47	–	–	﹤0.01%	683
2024 Q3	$215	Hold	47	–	–	﹤0.01%	658
2024 Q2	$385	Sell	47 -1	-2%	-$18	﹤0.01%	632
2024 Q1	$1.48K	Hold	48	–	–	﹤0.01%	605
2023 Q4	$1.25K	Hold	48	–	–	﹤0.01%	623
2023 Q3	$2.24K	Hold	48	–	–	﹤0.01%	596
2023 Q2	$1.97K	Hold	48	–	–	﹤0.01%	616
2023 Q1	$1.72K	Hold	48	–	–	﹤0.01%	623
2022 Q4	$3.08K	Buy	+48	New	+$4.01K	﹤0.01%	632
2021 Q1	–	Sell	-2	Closed	-$1K	–	793
2020 Q4	$1K	Hold	2	–	–	﹤0.01%	702
2020 Q3	$1K	Buy	+2	New	+$2.33K	﹤0.01%	655

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return

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

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

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sugarloaf Wealth Management's NKLA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Nikola Corporation Common Stock (NKLA) position steady in Q4 2024 at 47 shares worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Sugarloaf Wealth Management first reported a position in NKLA in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.08K in Q4 2022. 161 funds tracked by Wall St. Rank hold NKLA as of Q4 2024.

Sugarloaf Wealth Management held 47 shares of Nikola Corporation Common Stock worth $56 as of Q4 2024.
Sugarloaf Wealth Management left its Nikola Corporation Common Stock share count unchanged in Q4 2024.
Nikola Corporation Common Stock made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #683 holding.
Sugarloaf Wealth Management first reported a position in Nikola Corporation Common Stock in Q3 2020 and has held it in 11 quarters since.
Sugarloaf Wealth Management's Nikola Corporation Common Stock position peaked at $3.08K in Q4 2022.
161 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.