AIM
NKLA

Anchor Investment Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Anchor Investment 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
-66
Closed -$79 – 1059
2024
Q4 		$79 Hold
66
– – ﹤0.01% 1016
2024
Q3 		$302 Hold
66
– – ﹤0.01% 1028
2024
Q2 		$541 Buy
+66
New +$1.18K ﹤0.01% 969

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 $515M AUM 27.37% 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 $38B AUM 39.14% 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 $8.31B AUM 21.94% 1-Year Est. Return

Anchor Investment Management's NKLA Position: Q1 2025 in Review

Anchor Investment Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 66 shares — an estimated $79 sold.

Anchor Investment Management first reported a position in NKLA in Q2 2024 and held it in 3 quarters. The position peaked at $541 in Q2 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Anchor Investment Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Anchor Investment Management sold 66 Nikola Corporation Common Stock shares in Q1 2025, an estimated $79.
  • Anchor Investment Management first reported a position in Nikola Corporation Common Stock in Q2 2024 and held it in 3 quarters.
  • Anchor Investment Management's Nikola Corporation Common Stock position peaked at $541 in Q2 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Anchor Investment Management's 13F filing for Q1 2025, filed 20 May 2025.