Blue Bell Private Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Blue Bell Private 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	-16	Closed	-$19	–	759
2024 Q4	$19	Hold	16	–	–	﹤0.01%	675
2024 Q3	$73	Hold	16	–	–	﹤0.01%	681
2024 Q2	$131	Sell	16 -7	-30%	-$125	﹤0.01%	707
2024 Q1	$728	Hold	23	–	–	﹤0.01%	693
2023 Q4	$612	Hold	23	–	–	﹤0.01%	696
2023 Q3	$1.1K	Buy	23 +6	+35%	+$312	﹤0.01%	624
2023 Q2	$716	Hold	17	–	–	﹤0.01%	658
2023 Q1	$628	Buy	17 +3	+21%	+$197	﹤0.01%	640
2022 Q4	$905	Hold	14	–	–	﹤0.01%	643
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	727
2022 Q2	$2K	Buy	14 +7	+100%	+$1.43K	﹤0.01%	669
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	724
2021 Q4	$2K	Buy	+7	New	+$2.33K	﹤0.01%	729

Other funds holding NKLA

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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 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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Blue Bell Private Wealth Management's NKLA Position: Q1 2025 in Review

Blue Bell Private Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 16 shares — an estimated $19 sold.

Blue Bell Private Wealth Management first reported a position in NKLA in Q4 2021 and held it in 13 quarters. The position peaked at $2K in Q2 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

Blue Bell Private Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 16 Nikola Corporation Common Stock shares in Q1 2025, an estimated $19.
Blue Bell Private Wealth Management first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 13 quarters.
Blue Bell Private Wealth Management's Nikola Corporation Common Stock position peaked at $2K in Q2 2022.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.