AWM
NKLA

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

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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

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.