Westmount Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Westmount Partners’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
2024 Q1	–	Sell	-417	Closed	-$10.9K	–	219
2023 Q4	$10.9K	Hold	417	–	–	﹤0.01%	200
2023 Q3	$19.6K	Hold	417	–	–	0.01%	191
2023 Q2	$17.3K	Buy	+417	New	+$11.5K	0.01%	185

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Westmount Partners's NKLA Position: Q1 2024 in Review

Westmount Partners sold out of Nikola Corporation Common Stock (NKLA) in Q1 2024, closing a stake of 417 shares — an estimated $10.9K sold.

Westmount Partners first reported a position in NKLA in Q2 2023 and held it in 3 quarters. The position peaked at $19.6K in Q3 2023. 283 funds tracked by Wall St. Rank hold NKLA as of Q1 2024.

Westmount Partners reported no remaining Nikola Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
Westmount Partners sold 417 Nikola Corporation Common Stock shares in Q1 2024, an estimated $10.9K.
Westmount Partners first reported a position in Nikola Corporation Common Stock in Q2 2023 and held it in 3 quarters.
Westmount Partners's Nikola Corporation Common Stock position peaked at $19.6K in Q3 2023.
283 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2024.

Based on Westmount Partners's 13F filing for Q1 2024, filed 28 Jan 2025.