Addison Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Addison Advisors’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	-41	Closed	-$49	–	883
2024 Q4	$49	Hold	41	–	–	﹤0.01%	832
2024 Q3	$188	Hold	41	–	–	﹤0.01%	818
2024 Q2	$336	Sell	41 -1	-2%	-$18	﹤0.01%	750
2024 Q1	$1.3K	Hold	42	–	–	﹤0.01%	638
2023 Q4	$1.09K	Hold	42	–	–	﹤0.01%	655
2023 Q3	$1.96K	Hold	42	–	–	﹤0.01%	592
2023 Q2	$1.73K	Hold	42	–	–	﹤0.01%	568
2023 Q1	$1.51K	Hold	42	–	–	﹤0.01%	564
2022 Q4	$2.7K	Hold	42	–	–	﹤0.01%	542
2022 Q3	$4K	Hold	42	–	–	﹤0.01%	525
2022 Q2	$6K	Hold	42	–	–	﹤0.01%	491
2022 Q1	$13K	Buy	+42	New	+$10.7K	0.01%	453

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

Addison Advisors's NKLA Position: Q1 2025 in Review

Addison Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 41 shares — an estimated $49 sold.

Addison Advisors first reported a position in NKLA in Q1 2022 and held it in 12 quarters. The position peaked at $13K in Q1 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

Addison Advisors reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Addison Advisors sold 41 Nikola Corporation Common Stock shares in Q1 2025, an estimated $49.
Addison Advisors first reported a position in Nikola Corporation Common Stock in Q1 2022 and held it in 12 quarters.
Addison Advisors's Nikola Corporation Common Stock position peaked at $13K in Q1 2022.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Addison Advisors's 13F filing for Q1 2025, filed 12 May 2025.