TPWA
NKLA

TRUE Private Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-46
Closed -$21K – 730
2020
Q4 		$21K Sell
46
-19
-29% -$11.8K ﹤0.01% 443
2020
Q3 		$39K Buy
65
+64
+6,400% +$74.5K 0.01% 351
2020
Q2 		$2K Buy
+1
New +$964 ﹤0.01% 634

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
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
CWMU
Caliber Wealth Management (Utah) Orem, Utah $188M AUM 29.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's NKLA Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q1 2021, closing a stake of 46 shares — an estimated $21K sold.

TRUE Private Wealth Advisors first reported a position in NKLA in Q2 2020 and held it in 3 quarters. The position peaked at $39K in Q3 2020. 235 funds tracked by Wall St. Rank hold NKLA as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Nikola Corporation Common Stock position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 46 Nikola Corporation Common Stock shares in Q1 2021, an estimated $21K.
  • TRUE Private Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 3 quarters.
  • TRUE Private Wealth Advisors's Nikola Corporation Common Stock position peaked at $39K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.