SAM
NKLA

Summit Asset Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Summit Asset 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
2021
Q2 		– Sell
-431
Closed -$180K – 147
2021
Q1 		$180K Buy
+431
New +$245K 0.06% 144

Other funds holding NKLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $48.6B AUM 94.27% 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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Asset Management's NKLA Position: Q2 2021 in Review

Summit Asset Management sold out of Nikola Corporation Common Stock (NKLA) in Q2 2021, closing a stake of 431 shares — an estimated $180K sold.

Summit Asset Management first reported a position in NKLA in Q1 2021 and held it in 1 quarter. The position peaked at $180K in Q1 2021. 244 funds tracked by Wall St. Rank hold NKLA as of Q2 2021.

  • Summit Asset Management reported no remaining Nikola Corporation Common Stock position as of Q2 2021 after selling out during the quarter.
  • Summit Asset Management sold 431 Nikola Corporation Common Stock shares in Q2 2021, an estimated $180K.
  • Summit Asset Management first reported a position in Nikola Corporation Common Stock in Q1 2021 and held it in 1 quarter.
  • Summit Asset Management's Nikola Corporation Common Stock position peaked at $180K in Q1 2021.
  • 244 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2021.

Based on Summit Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.