BTI
NKLA

Blue Trust Inc’s Nikola Corporation Common Stock NKLA Stock Holding History

Blue Trust Inc’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
-99
Closed -$118 – 2580
2024
Q4 		$118 Hold
99
– – ﹤0.01% 2398
2024
Q3 		$811 Sell
99
-2,901
-97% -$21.5K ﹤0.01% 2728
2024
Q2 		$3.12K Buy
3,000
+2,900
+2,900% +$51.7K ﹤0.01% 2333
2024
Q1 		$3.12K Buy
100
+33
+49% +$708 ﹤0.01% 1728
2023
Q4 		$3K Hold
67
– – ﹤0.01% 2071
2023
Q3 		$3K Hold
67
– – ﹤0.01% 1786
2023
Q2 		$2K Hold
67
– – ﹤0.01% 1774
2023
Q1 		$4K Hold
67
– – ﹤0.01% 1884
2022
Q4 		$7K Hold
67
– – ﹤0.01% 1648
2022
Q3 		$10K Hold
67
– – ﹤0.01% 1354
2022
Q2 		$21K Buy
+67
New +$13.7K ﹤0.01% 941

Other funds holding NKLA

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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

Blue Trust Inc's NKLA Position: Q1 2025 in Review

Blue Trust Inc sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 99 shares — an estimated $118 sold.

Blue Trust Inc first reported a position in NKLA in Q2 2022 and held it in 11 quarters. The position peaked at $21K in Q2 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Blue Trust Inc reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Blue Trust Inc sold 99 Nikola Corporation Common Stock shares in Q1 2025, an estimated $118.
  • Blue Trust Inc first reported a position in Nikola Corporation Common Stock in Q2 2022 and held it in 11 quarters.
  • Blue Trust Inc's Nikola Corporation Common Stock position peaked at $21K in Q2 2022.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Blue Trust Inc's 13F filing for Q1 2025, filed 21 Apr 2025.