TWA
NKLA

TCI Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-10
Closed -$349 – 2354
2023
Q1 		$349 Sell
10
-49
-83% -$3.21K ﹤0.01% 2271
2022
Q4 		$3.85K Buy
59
+19
+48% +$1.59K ﹤0.01% 1698
2022
Q3 		$4K Buy
40
+17
+74% +$2.88K ﹤0.01% 1706
2022
Q2 		$3K Buy
23
+20
+667% +$4.09K ﹤0.01% 1928
2022
Q1 		$1K Hold
3
– – ﹤0.01% 2173
2021
Q4 		$1K Hold
3
– – ﹤0.01% 2261
2021
Q3 		$1K Sell
3
-8
-73% -$2.8K ﹤0.01% 2332
2021
Q2 		$6K Buy
11
+8
+267% +$3.33K ﹤0.01% 1381
2021
Q1 		$1K Hold
3
– – ﹤0.01% 2127
2020
Q4 		$1K Sell
3
-2
-40% -$1.25K ﹤0.01% 1485
2020
Q3 		$3K Buy
5
+1
+25% +$1.16K ﹤0.01% 1039
2020
Q2 		$8K Buy
+4
New +$3.85K ﹤0.01% 640

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
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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's NKLA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q2 2023, closing a stake of 10 shares — an estimated $349 sold.

TCI Wealth Advisors first reported a position in NKLA in Q2 2020 and held it in 12 quarters. The position peaked at $8K in Q2 2020. 249 funds tracked by Wall St. Rank hold NKLA as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Nikola Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 10 Nikola Corporation Common Stock shares in Q2 2023, an estimated $349.
  • TCI Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 12 quarters.
  • TCI Wealth Advisors's Nikola Corporation Common Stock position peaked at $8K in Q2 2020.
  • 249 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.