AF
NKLA

Allworth Financial’s Nikola Corporation Common Stock NKLA Stock Holding History

Allworth Financial’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
-18,044
Closed -$21.1K – 4213
2024
Q4 		$21.1K Buy
18,044
+17,740
+5,836% +$50.7K ﹤0.01% 2056
2024
Q3 		$1.39K Hold
304
– – ﹤0.01% 3102
2024
Q2 		$2.88K Buy
304
+276
+986% +$4.92K ﹤0.01% 2764
2024
Q1 		$867 Sell
28
-50
-64% -$1.07K ﹤0.01% 3127
2023
Q4 		$2.04K Buy
78
+2
+3% +$62 ﹤0.01% 2675
2023
Q3 		$3.58K Buy
76
+54
+245% +$2.81K ﹤0.01% 2274
2023
Q2 		$910 Sell
22
-3
-12% -$83 ﹤0.01% 2756
2023
Q1 		$907 Buy
25
+2
+9% +$131 ﹤0.01% 2705
2022
Q4 		$1.46K Buy
23
+5
+28% +$418 ﹤0.01% 2349
2022
Q3 		$2K Hold
18
– – ﹤0.01% 2260
2022
Q2 		$3K Sell
18
-18
-50% -$3.68K ﹤0.01% 1953
2022
Q1 		$12K Buy
36
+1
+3% +$255 ﹤0.01% 1446
2021
Q4 		$10K Sell
35
-1
-3% -$334 ﹤0.01% 1390
2021
Q3 		$12K Hold
36
– – ﹤0.01% 1251
2021
Q2 		$20K Sell
36
-6
-14% -$2.5K ﹤0.01% 862
2021
Q1 		$17K Sell
42
-2
-5% -$1.14K ﹤0.01% 844
2020
Q4 		$20K Buy
44
+21
+91% +$13.1K ﹤0.01% 674
2020
Q3 		$14K Buy
23
+10
+77% +$11.6K ﹤0.01% 644
2020
Q2 		$27K Buy
+13
New +$12.5K ﹤0.01% 531

Other funds holding NKLA

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Kovitz Investment Group Partners
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
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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Allworth Financial's NKLA Position: Q1 2025 in Review

Allworth Financial sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 18,044 shares — an estimated $21.1K sold.

Allworth Financial first reported a position in NKLA in Q2 2020 and held it in 19 quarters. The position peaked at $27K in Q2 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Allworth Financial reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 18,044 Nikola Corporation Common Stock shares in Q1 2025, an estimated $21.1K.
  • Allworth Financial first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 19 quarters.
  • Allworth Financial's Nikola Corporation Common Stock position peaked at $27K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.