Avion Wealth’s Nikola Corporation Common Stock NKLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-16
Closed 1325
2024
Q3
$0 Buy
+16
New +$118 ﹤0.01% 1387
2024
Q1
Sell
-22
Closed -$1K 1246
2023
Q4
$1K Sell
22
-46
-68% -$1.43K ﹤0.01% 1045
2023
Q3
$3K Buy
68
+25
+58% +$1.3K ﹤0.01% 445
2023
Q2
$0 Buy
+43
New +$1.19K ﹤0.01% 1081
2020
Q4
Sell
-3
Closed -$2K 380
2020
Q3
$2K Buy
+3
New +$3.49K ﹤0.01% 280

Other funds holding NKLA

Avion Wealth's NKLA Position: Q4 2024 in Review

Avion Wealth sold out of Nikola Corporation Common Stock (NKLA) in Q4 2024, closing a stake of 16 shares.

Avion Wealth first reported a position in NKLA in Q3 2020 and held it in 5 quarters. The position peaked at $3K in Q3 2023. 161 funds tracked by Wall St. Rank hold NKLA as of Q4 2024.

  • Avion Wealth reported no remaining Nikola Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
  • Avion Wealth sold 16 Nikola Corporation Common Stock shares in Q4 2024.
  • Avion Wealth first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 5 quarters.
  • Avion Wealth's Nikola Corporation Common Stock position peaked at $3K in Q3 2023.
  • 161 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2024.

Based on Avion Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.