TJHA
NKLA

Thomas J. Herzfeld Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Thomas J. Herzfeld 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
2020
Q2 		– Sell
-50
Closed -$16K – 343
2020
Q1 		$16K Buy
+50
New +$16.1K 0.01% 151

Other funds holding NKLA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
PSAMP
P. Schoenfeld Asset Management (PSAM) New York $184M AUM 97.09% 1-Year Est. Return
KSCM
Key Square Capital Management Stamford, Connecticut $14.2M AUM 21.27% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
MIM
Monashee Investment Management Boston, Massachusetts $184M AUM 197.43% 1-Year Est. Return

Thomas J. Herzfeld Advisors's NKLA Position: Q2 2020 in Review

Thomas J. Herzfeld Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q2 2020, closing a stake of 50 shares — an estimated $16K sold.

Thomas J. Herzfeld Advisors first reported a position in NKLA in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 150 funds tracked by Wall St. Rank hold NKLA as of Q2 2020.

  • Thomas J. Herzfeld Advisors reported no remaining Nikola Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 50 Nikola Corporation Common Stock shares in Q2 2020, an estimated $16K.
  • Thomas J. Herzfeld Advisors first reported a position in Nikola Corporation Common Stock in Q1 2020 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Nikola Corporation Common Stock position peaked at $16K in Q1 2020.
  • 150 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2020.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.