WT
NKLA

Whittier Trust’s Nikola Corporation Common Stock NKLA Stock Holding History

Whittier Trust’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
-267
Closed -$111K – 1571
2021
Q1 		$111K Sell
267
-266
-50% -$151K ﹤0.01% 758
2020
Q4 		$244K Buy
+533
New +$332K 0.01% 559

Other funds holding NKLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BlackRock
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
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Whittier Trust's NKLA Position: Q2 2021 in Review

Whittier Trust sold out of Nikola Corporation Common Stock (NKLA) in Q2 2021, closing a stake of 267 shares — an estimated $111K sold.

Whittier Trust first reported a position in NKLA in Q4 2020 and held it in 2 quarters. The position peaked at $244K in Q4 2020. 244 funds tracked by Wall St. Rank hold NKLA as of Q2 2021.

  • Whittier Trust reported no remaining Nikola Corporation Common Stock position as of Q2 2021 after selling out during the quarter.
  • Whittier Trust sold 267 Nikola Corporation Common Stock shares in Q2 2021, an estimated $111K.
  • Whittier Trust first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 2 quarters.
  • Whittier Trust's Nikola Corporation Common Stock position peaked at $244K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2021.

Based on Whittier Trust's 13F filing for Q2 2021, filed 29 Jul 2021.