Activest Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Activest Wealth Management’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
2025 Q1	–	Sell	-107	Closed	-$127	–	1187
2024 Q4	$127	Hold	107	–	–	﹤0.01%	675
2024 Q3	$490	Hold	107	–	–	﹤0.01%	487
2024 Q2	$876	Buy	+107	New	+$1.91K	﹤0.01%	442
2021 Q4	–	Sell	-33	Closed	-$11K	–	423
2021 Q3	$11K	Hold	33	–	–	0.01%	222
2021 Q2	$18K	Hold	33	–	–	0.01%	155
2021 Q1	$14K	Buy	+33	New	+$18.8K	0.01%	167

Other funds holding NKLA

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Activest Wealth Management's NKLA Position: Q1 2025 in Review

Activest Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 107 shares — an estimated $127 sold.

Activest Wealth Management first reported a position in NKLA in Q1 2021 and held it in 6 quarters. The position peaked at $18K in Q2 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

Activest Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Activest Wealth Management sold 107 Nikola Corporation Common Stock shares in Q1 2025, an estimated $127.
Activest Wealth Management first reported a position in Nikola Corporation Common Stock in Q1 2021 and held it in 6 quarters.
Activest Wealth Management's Nikola Corporation Common Stock position peaked at $18K in Q2 2021.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Activest Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.