Valeo Financial Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Valeo Financial 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 Q2	–	Sell	-88	Closed	-$36K	–	1900
2021 Q1	$36K	Hold	88	–	–	﹤0.01%	989
2020 Q4	$40K	Buy	88 +24	+38%	+$14.9K	﹤0.01%	856
2020 Q3	$39K	Buy	64 +44	+220%	+$51.2K	﹤0.01%	732
2020 Q2	$40K	Buy	+20	New	+$19.3K	﹤0.01%	811

Other funds holding NKLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Valeo Financial Advisors's NKLA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q2 2021, closing a stake of 88 shares — an estimated $36K sold.

Valeo Financial Advisors first reported a position in NKLA in Q2 2020 and held it in 4 quarters. The position peaked at $40K in Q4 2020. 244 funds tracked by Wall St. Rank hold NKLA as of Q2 2021.

Valeo Financial Advisors reported no remaining Nikola Corporation Common Stock position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 88 Nikola Corporation Common Stock shares in Q2 2021, an estimated $36K.
Valeo Financial Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 4 quarters.
Valeo Financial Advisors's Nikola Corporation Common Stock position peaked at $40K in Q4 2020.
244 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.