Elevation Wealth Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Elevation Wealth Partners’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	-116	Closed	-$139	–	520
2024 Q4	$139	Hold	116	–	–	﹤0.01%	472
2024 Q3	$532	Hold	116	–	–	﹤0.01%	444
2024 Q2	$951	Sell	116 -1	-0.9%	-$18	﹤0.01%	466
2024 Q1	$3.64K	Hold	117	–	–	﹤0.01%	402
2023 Q4	$5.5K	Hold	117	–	–	﹤0.01%	360
2023 Q3	$5.5K	Buy	117 +67	+134%	+$3.49K	﹤0.01%	269
2023 Q2	$2.07K	Hold	50	–	–	﹤0.01%	304
2023 Q1	$1.81K	Buy	+50	New	+$3.28K	﹤0.01%	309

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

Elevation Wealth Partners's NKLA Position: Q1 2025 in Review

Elevation Wealth Partners sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 116 shares — an estimated $139 sold.

Elevation Wealth Partners first reported a position in NKLA in Q1 2023 and held it in 8 quarters. The position peaked at $5.5K in Q4 2023. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

Elevation Wealth Partners reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Elevation Wealth Partners sold 116 Nikola Corporation Common Stock shares in Q1 2025, an estimated $139.
Elevation Wealth Partners first reported a position in Nikola Corporation Common Stock in Q1 2023 and held it in 8 quarters.
Elevation Wealth Partners's Nikola Corporation Common Stock position peaked at $5.5K in Q4 2023.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Elevation Wealth Partners's 13F filing for Q1 2025, filed 9 Apr 2025.