Windsor Advisory Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Windsor Advisory Group’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 Q2	–	Sell	-833	Closed	-$26K	–	60
2024 Q1	$26K	Hold	833	–	–	0.07%	42
2023 Q4	$21.9K	Hold	833	–	–	0.07%	48
2023 Q3	$39.3K	Hold	833	–	–	0.09%	52
2023 Q2	$34.5K	Hold	833	–	–	0.09%	47
2023 Q1	$30.3K	Hold	833	–	–	0.07%	55
2022 Q4	$54K	Buy	+833	New	+$69.6K	0.14%	57

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

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

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

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

Windsor Advisory Group's NKLA Position: Q2 2024 in Review

Windsor Advisory Group sold out of Nikola Corporation Common Stock (NKLA) in Q2 2024, closing a stake of 833 shares — an estimated $26K sold.

Windsor Advisory Group first reported a position in NKLA in Q4 2022 and held it in 6 quarters. The position peaked at $54K in Q4 2022. 159 funds tracked by Wall St. Rank hold NKLA as of Q2 2024.

Windsor Advisory Group reported no remaining Nikola Corporation Common Stock position as of Q2 2024 after selling out during the quarter.
Windsor Advisory Group sold 833 Nikola Corporation Common Stock shares in Q2 2024, an estimated $26K.
Windsor Advisory Group first reported a position in Nikola Corporation Common Stock in Q4 2022 and held it in 6 quarters.
Windsor Advisory Group's Nikola Corporation Common Stock position peaked at $54K in Q4 2022.
159 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2024.

Based on Windsor Advisory Group's 13F filing for Q2 2024, filed 14 Aug 2024.