West Branch Capital’s Nikola Corporation Common Stock NKLA Stock Holding History

West Branch Capital’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
2022 Q4	–	Sell	-5	Closed	-$1K	–	481
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	437
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	418
2022 Q1	$2K	Hold	5	–	–	﹤0.01%	395
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	447
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	399
2021 Q2	$3K	Buy	+5	New	+$2.08K	﹤0.01%	401

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

BlackRock New York $5.72T AUM 30.48% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

West Branch Capital's NKLA Position: Q4 2022 in Review

West Branch Capital sold out of Nikola Corporation Common Stock (NKLA) in Q4 2022, closing a stake of 5 shares — an estimated $1K sold.

West Branch Capital first reported a position in NKLA in Q2 2021 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 257 funds tracked by Wall St. Rank hold NKLA as of Q4 2022.

West Branch Capital reported no remaining Nikola Corporation Common Stock position as of Q4 2022 after selling out during the quarter.
West Branch Capital sold 5 Nikola Corporation Common Stock shares in Q4 2022, an estimated $1K.
West Branch Capital first reported a position in Nikola Corporation Common Stock in Q2 2021 and held it in 6 quarters.
West Branch Capital's Nikola Corporation Common Stock position peaked at $3K in Q2 2021.
257 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2022.

Based on West Branch Capital's 13F filing for Q4 2022, filed 27 Jan 2023.