City State Bank’s Nikola Corporation Common Stock NKLA Stock Holding History

City State Bank’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	-8	Closed	-$10	–	767
2024 Q4	$10	Hold	8	–	–	﹤0.01%	724
2024 Q3	$37	Buy	+8	New	+$59	﹤0.01%	735
2023 Q1	–	Sell	-9	Closed	-$1K	–	701
2022 Q4	$1K	Hold	9	–	–	﹤0.01%	651
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	655
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	659
2022 Q1	$3K	Hold	9	–	–	﹤0.01%	613
2021 Q4	$3K	Buy	+9	New	+$3K	﹤0.01%	604

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

City State Bank's NKLA Position: Q1 2025 in Review

City State Bank sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 8 shares — an estimated $10 sold.

City State Bank first reported a position in NKLA in Q4 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

City State Bank reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
City State Bank sold 8 Nikola Corporation Common Stock shares in Q1 2025, an estimated $10.
City State Bank first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 7 quarters.
City State Bank's Nikola Corporation Common Stock position peaked at $3K in Q1 2022.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on City State Bank's 13F filing for Q1 2025, filed 11 Apr 2025.