EverSource Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

EverSource Wealth 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	-42	Closed	-$50	–	4201
2024 Q4	$50	Hold	42	–	–	﹤0.01%	3639
2024 Q3	$192	Sell	42 -21	-33%	-$155	﹤0.01%	2959
2024 Q2	$566	Buy	63 +14	+29%	+$250	﹤0.01%	2863
2024 Q1	$915	Hold	49	–	–	﹤0.01%	2610
2023 Q4	$1.29K	Hold	49	–	–	﹤0.01%	2316
2023 Q3	$2.32K	Hold	49	–	–	﹤0.01%	1964
2023 Q2	$2.04K	Hold	49	–	–	﹤0.01%	2022
2023 Q1	$1.78K	Hold	49	–	–	﹤0.01%	1968
2022 Q4	$3.19K	Buy	49 +36	+277%	+$3.01K	﹤0.01%	1765
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	1936
2022 Q2	$2K	Sell	13 -11	-46%	-$2.25K	﹤0.01%	1594
2022 Q1	$8K	Buy	24 +4	+20%	+$1.02K	﹤0.01%	1111
2021 Q4	$6K	Buy	+20	New	+$6.67K	﹤0.01%	1216

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

EverSource Wealth Advisors's NKLA Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 42 shares — an estimated $50 sold.

EverSource Wealth Advisors first reported a position in NKLA in Q4 2021 and held it in 13 quarters. The position peaked at $8K in Q1 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

EverSource Wealth Advisors reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 42 Nikola Corporation Common Stock shares in Q1 2025, an estimated $50.
EverSource Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 13 quarters.
EverSource Wealth Advisors's Nikola Corporation Common Stock position peaked at $8K in Q1 2022.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.