Cambridge Investment Research Advisors
NKLA

Cambridge Investment Research Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Cambridge Investment Research Advisors’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
-16,340
Closed -$19K – 3670
2024
Q4 		$19K Buy
+16,340
New +$46.7K ﹤0.01% 3426
2024
Q2 		– Sell
-2,652
Closed -$83K – 3456
2024
Q1 		$83K Sell
2,652
-20
-0.7% -$429 ﹤0.01% 3170
2023
Q4 		$70K Buy
2,672
+582
+28% +$18.1K ﹤0.01% 3075
2023
Q3 		$98K Buy
2,090
+301
+17% +$15.7K ﹤0.01% 2966
2023
Q2 		$74K Sell
1,789
-132
-7% -$3.64K ﹤0.01% 3047
2023
Q1 		$70K Buy
1,921
+54
+3% +$3.54K ﹤0.01% 3002
2022
Q4 		$121K Sell
1,867
-162
-8% -$13.5K ﹤0.01% 2876
2022
Q3 		$214K Buy
2,029
+212
+12% +$35.9K ﹤0.01% 2645
2022
Q2 		$260K Sell
1,817
-818
-31% -$167K ﹤0.01% 2511
2022
Q1 		$847K Buy
2,635
+117
+5% +$29.8K ﹤0.01% 1690
2021
Q4 		$746K Buy
2,518
+123
+5% +$41K ﹤0.01% 1783
2021
Q3 		$767K Buy
2,395
+202
+9% +$70.7K ﹤0.01% 1737
2021
Q2 		$1.19M Buy
+2,193
New +$914K 0.01% 1413
2021
Q1 		– Sell
-1,748
Closed -$800K – 3009
2020
Q4 		$800K Sell
1,748
-118
-6% -$73.5K ﹤0.01% 1459
2020
Q3 		$1.15M Buy
1,866
+1,288
+223% +$1.5M 0.01% 1108
2020
Q2 		$1.17M Buy
+578
New +$557K 0.01% 1031

Other funds holding NKLA

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XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
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 $515M AUM 27.37% 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 $38B AUM 39.14% 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 $8.31B AUM 21.94% 1-Year Est. Return

Cambridge Investment Research Advisors's NKLA Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 16,340 shares — an estimated $19K sold.

Cambridge Investment Research Advisors first reported a position in NKLA in Q2 2020 and held it in 16 quarters. The position peaked at $1.19M in Q2 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,340 Nikola Corporation Common Stock shares in Q1 2025, an estimated $19K.
  • Cambridge Investment Research Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 16 quarters.
  • Cambridge Investment Research Advisors's Nikola Corporation Common Stock position peaked at $1.19M in Q2 2021.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.