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

Avior 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	-10	Closed	-$11	–	2452
2024 Q4	$11	Hold	10	–	–	﹤0.01%	2449
2024 Q3	$45	Hold	10	–	–	﹤0.01%	2280
2024 Q2	$81	Sell	10 -4	-29%	-$71	﹤0.01%	2224
2024 Q1	$440	Buy	14 +4	+40%	+$86	﹤0.01%	2603
2023 Q4	$267	Hold	10	–	–	﹤0.01%	1459
2023 Q3	$480	Buy	+10	New	+$520	﹤0.01%	1493
2023 Q2	–	Sell	-2	Closed	-$55	–	1557
2023 Q1	$70	Hold	2	–	–	﹤0.01%	1601
2022 Q4	$125	Hold	2	–	–	﹤0.01%	1239
2022 Q3	$0	Buy	+2	New	+$338	﹤0.01%	1317
2022 Q2	–	Hold	0	–	–	–	1253
2022 Q1	–	Sell	-8	Closed	-$2.04K	–	1265
2021 Q4	$2K	Sell	8 -8	-50%	-$2.67K	﹤0.01%	986
2021 Q3	$5K	Sell	16 -4	-20%	-$1.4K	﹤0.01%	861
2021 Q2	$10K	Hold	20	–	–	﹤0.01%	756
2021 Q1	$8K	Hold	20	–	–	﹤0.01%	793
2020 Q4	$9K	Sell	20 -1	-5%	-$623	﹤0.01%	734
2020 Q3	$12K	Buy	21 +13	+163%	+$15.1K	﹤0.01%	666
2020 Q2	$16K	Buy	+8	New	+$7.71K	﹤0.01%	612

Other funds holding NKLA

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Avior Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 10 shares — an estimated $11 sold.

Avior Wealth Management first reported a position in NKLA in Q2 2020 and held it in 16 quarters. The position peaked at $16K in Q2 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

Avior Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 10 Nikola Corporation Common Stock shares in Q1 2025, an estimated $11.
Avior Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 16 quarters.
Avior Wealth Management's Nikola Corporation Common Stock position peaked at $16K in Q2 2020.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.