LWMI
NKLA

Legacy Wealth Management (Idaho)’s Nikola Corporation Common Stock NKLA Stock Holding History

Legacy Wealth Management (Idaho)’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
-93
Closed -$42 – 858
2024
Q4 		$42 Buy
93
+80
+615% +$228 ﹤0.01% 747
2024
Q3 		$41 Buy
+13
New +$96 ﹤0.01% 696

Other funds holding NKLA

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
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 $515M AUM 27.37% 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 $38B AUM 39.14% 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

Legacy Wealth Management (Idaho)'s NKLA Position: Q1 2025 in Review

Legacy Wealth Management (Idaho) sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 93 shares — an estimated $42 sold.

Legacy Wealth Management (Idaho) first reported a position in NKLA in Q3 2024 and held it in 2 quarters. The position peaked at $42 in Q4 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 93 Nikola Corporation Common Stock shares in Q1 2025, an estimated $42.
  • Legacy Wealth Management (Idaho) first reported a position in Nikola Corporation Common Stock in Q3 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Nikola Corporation Common Stock position peaked at $42 in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2025, filed 16 May 2025.