VWM
NKLA

Venturi Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Venturi Wealth Management’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
Q3 		– Sell
-1
Closed -$47 – 1446
2023
Q2 		$47 Buy
+1
New +$28 ﹤0.01% 1156

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Geode Capital Management
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State Street
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Citigroup
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GC
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Venturi Wealth Management's NKLA Position: Q3 2023 in Review

Venturi Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q3 2023, closing a stake of 1 share — an estimated $47 sold.

Venturi Wealth Management first reported a position in NKLA in Q2 2023 and held it in 1 quarter. The position peaked at $47 in Q2 2023. 274 funds tracked by Wall St. Rank hold NKLA as of Q3 2023.

  • Venturi Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 1 Nikola Corporation Common Stock share in Q3 2023, an estimated $47.
  • Venturi Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2023 and held it in 1 quarter.
  • Venturi Wealth Management's Nikola Corporation Common Stock position peaked at $47 in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.