Cedar Mountain Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

Cedar Mountain 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	-3	Closed	-$4	–	384
2024 Q4	$4	Hold	3	–	–	﹤0.01%	367
2024 Q3	$14	Sell	3 -117	-98%	-$866	﹤0.01%	328
2024 Q2	$983	Buy	120 +116	+2,900%	+$2.07K	﹤0.01%	297
2024 Q1	$123	Hold	4	–	–	﹤0.01%	336
2023 Q4	$103	Hold	4	–	–	﹤0.01%	312
2023 Q3	$185	Hold	4	–	–	﹤0.01%	299
2023 Q2	$163	Hold	4	–	–	﹤0.01%	287
2023 Q1	$143	Hold	4	–	–	﹤0.01%	285
2022 Q4	$255	Buy	+4	New	+$334	﹤0.01%	286
2021 Q2	–	Sell	-37	Closed	-$15K	–	302
2021 Q1	$15K	Hold	37	–	–	0.01%	147
2020 Q4	$17K	Hold	37	–	–	0.01%	135
2020 Q3	$23K	Buy	37 +12	+48%	+$14K	0.01%	101
2020 Q2	$51K	Buy	+25	New	+$24.1K	0.02%	63

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 $426M AUM 23.62% 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

Cedar Mountain Advisors's NKLA Position: Q1 2025 in Review

Cedar Mountain Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 3 shares — an estimated $4 sold.

Cedar Mountain Advisors first reported a position in NKLA in Q2 2020 and held it in 13 quarters. The position peaked at $51K in Q2 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

Cedar Mountain Advisors reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Cedar Mountain Advisors sold 3 Nikola Corporation Common Stock shares in Q1 2025, an estimated $4.
Cedar Mountain Advisors first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 13 quarters.
Cedar Mountain Advisors's Nikola Corporation Common Stock position peaked at $51K in Q2 2020.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Cedar Mountain Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.