Sunbelt Securities’s Nikola Corporation Common Stock NKLA Stock Holding History

Sunbelt Securities’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 Q1	–	Sell	-5	Closed	-$131	–	1805
2023 Q4	$131	Hold	5	–	–	﹤0.01%	1654
2023 Q3	$257	Hold	5	–	–	﹤0.01%	1683
2023 Q2	$226	Hold	5	–	–	﹤0.01%	1624
2023 Q1	$230	Buy	+5	New	+$328	﹤0.01%	1586

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sunbelt Securities's NKLA Position: Q1 2024 in Review

Sunbelt Securities sold out of Nikola Corporation Common Stock (NKLA) in Q1 2024, closing a stake of 5 shares — an estimated $131 sold.

Sunbelt Securities first reported a position in NKLA in Q1 2023 and held it in 4 quarters. The position peaked at $257 in Q3 2023. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

Sunbelt Securities reported no remaining Nikola Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
Sunbelt Securities sold 5 Nikola Corporation Common Stock shares in Q1 2024, an estimated $131.
Sunbelt Securities first reported a position in Nikola Corporation Common Stock in Q1 2023 and held it in 4 quarters.
Sunbelt Securities's Nikola Corporation Common Stock position peaked at $257 in Q3 2023.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on Sunbelt Securities's 13F filing for Q1 2024, filed 15 Apr 2024.