United Asset Strategies’s Nikola Corporation Common Stock NKLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-810
Closed -$25.3K 248
2024
Q1
$25.3K Sell
810
-5
-0.6% -$107 ﹤0.01% 231
2023
Q4
$21.4K Buy
815
+36
+5% +$1.12K ﹤0.01% 232
2023
Q3
$36.7K Hold
779
﹤0.01% 225
2023
Q2
$32.2K Buy
+779
New +$21.5K ﹤0.01% 225

Other funds holding NKLA

United Asset Strategies's NKLA Position: Q2 2024 in Review

United Asset Strategies sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 810 shares — an estimated $25.3K sold.

United Asset Strategies first reported a position in NKLA in Q2 2023 and held it in 4 quarters. The position peaked at $36.7K in Q3 2023. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

  • United Asset Strategies reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
  • United Asset Strategies sold 810 Nikola Corporation Common Stock shares in Q2 2024, an estimated $25.3K.
  • United Asset Strategies first reported a position in Nikola Corporation Common Stock in Q2 2023 and held it in 4 quarters.
  • United Asset Strategies's Nikola Corporation Common Stock position peaked at $36.7K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on United Asset Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.