Williams Jones Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-867
Closed -$31.5K 564
2023
Q1
$31.5K Sell
867
-5,350
-86% -$351K ﹤0.01% 548
2022
Q4
$403K Buy
+6,217
New +$520K 0.01% 398
2022
Q1
Sell
-752
Closed -$223K 549
2021
Q4
$223K Buy
+752
New +$251K ﹤0.01% 445

Other funds holding NKLA

Williams Jones Wealth Management's NKLA Position: Q2 2023 in Review

Williams Jones Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q2 2023, closing a stake of 867 shares — an estimated $31.5K sold.

Williams Jones Wealth Management first reported a position in NKLA in Q4 2021 and held it in 3 quarters. The position peaked at $403K in Q4 2022. 249 funds tracked by Wall St. Rank hold NKLA as of Q2 2023.

  • Williams Jones Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q2 2023 after selling out during the quarter.
  • Williams Jones Wealth Management sold 867 Nikola Corporation Common Stock shares in Q2 2023, an estimated $31.5K.
  • Williams Jones Wealth Management first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 3 quarters.
  • Williams Jones Wealth Management's Nikola Corporation Common Stock position peaked at $403K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2023.

Based on Williams Jones Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.