Focus Partners Wealth
NKLA

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

Focus Partners Wealth’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
-18,680
Closed -$22.2K – 2058
2024
Q4 		$22.2K Buy
18,680
+259
+1% +$739 ﹤0.01% 1846
2024
Q3 		$84.4K Sell
18,421
-1
-0% -$7 ﹤0.01% 1524
2024
Q2 		$151K Buy
+18,422
New +$329K ﹤0.01% 1173

Other funds holding NKLA

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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 $426M AUM 23.62% 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 $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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

Focus Partners Wealth sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 18,680 shares — an estimated $22.2K sold.

Focus Partners Wealth first reported a position in NKLA in Q2 2024 and held it in 3 quarters. The position peaked at $151K in Q2 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Focus Partners Wealth reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 18,680 Nikola Corporation Common Stock shares in Q1 2025, an estimated $22.2K.
  • Focus Partners Wealth first reported a position in Nikola Corporation Common Stock in Q2 2024 and held it in 3 quarters.
  • Focus Partners Wealth's Nikola Corporation Common Stock position peaked at $151K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.