AWM
NKLA

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

Atticus 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
-125
Closed -$149 – 540
2024
Q4 		$149 Hold
125
– – ﹤0.01% 515
2024
Q3 		$573 Hold
125
– – ﹤0.01% 493
2024
Q2 		$1.02K Sell
125
-2
-2% -$36 ﹤0.01% 490
2024
Q1 		$3.95K Buy
127
+93
+274% +$2K ﹤0.01% 455
2023
Q4 		$893 Hold
34
– – ﹤0.01% 519
2023
Q3 		$1.6K Hold
34
– – ﹤0.01% 514
2023
Q2 		$1.41K Hold
34
– – ﹤0.01% 517
2023
Q1 		$1.24K Buy
34
+27
+386% +$1.77K ﹤0.01% 491
2022
Q4 		$432 Buy
+7
New +$585 ﹤0.01% 504

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

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

Atticus Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 125 shares — an estimated $149 sold.

Atticus Wealth Management first reported a position in NKLA in Q4 2022 and held it in 9 quarters. The position peaked at $3.95K in Q1 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Atticus Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 125 Nikola Corporation Common Stock shares in Q1 2025, an estimated $149.
  • Atticus Wealth Management first reported a position in Nikola Corporation Common Stock in Q4 2022 and held it in 9 quarters.
  • Atticus Wealth Management's Nikola Corporation Common Stock position peaked at $3.95K in Q1 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Atticus Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.