HighMark Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

HighMark Wealth Management’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	-20	Closed	-$24	–	606
2024 Q4	$24	Hold	20	–	–	﹤0.01%	572
2024 Q3	$92	Hold	20	–	–	﹤0.01%	582
2024 Q2	$164	Hold	20	–	–	﹤0.01%	569
2024 Q1	$624	Hold	20	–	–	﹤0.01%	519
2023 Q4	$525	Hold	20	–	–	﹤0.01%	534
2023 Q3	$942	Hold	20	–	–	﹤0.01%	507
2023 Q2	$828	Hold	20	–	–	﹤0.01%	508
2023 Q1	$726	Hold	20	–	–	﹤0.01%	550
2022 Q4	$1.3K	Hold	20	–	–	﹤0.01%	460
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	448
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	416
2022 Q1	$6K	Hold	20	–	–	﹤0.01%	355
2021 Q4	$6K	Hold	20	–	–	﹤0.01%	350
2021 Q3	$6K	Hold	20	–	–	﹤0.01%	340
2021 Q2	$11K	Hold	20	–	–	0.01%	251
2021 Q1	$8K	Hold	20	–	–	0.01%	281
2020 Q4	$9K	Buy	20 +10	+100%	+$6.23K	0.01%	259
2020 Q3	$6K	Buy	+10	New	+$11.6K	0.01%	304

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

HighMark Wealth Management's NKLA Position: Q1 2025 in Review

HighMark Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 20 shares — an estimated $24 sold.

HighMark Wealth Management first reported a position in NKLA in Q3 2020 and held it in 18 quarters. The position peaked at $11K in Q2 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

HighMark Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
HighMark Wealth Management sold 20 Nikola Corporation Common Stock shares in Q1 2025, an estimated $24.
HighMark Wealth Management first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 18 quarters.
HighMark Wealth Management's Nikola Corporation Common Stock position peaked at $11K in Q2 2021.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.