LPL Financial
NKLA

LPL Financial’s Nikola Corporation Common Stock NKLA Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-10,100
Closed -$46.3K – 5464
2024
Q3 		$46.3K Buy
+10,100
New +$74.8K ﹤0.01% 5006
2024
Q2 		– Sell
-3,859
Closed -$120K – 5167
2024
Q1 		$120K Buy
3,859
+654
+20% +$14K ﹤0.01% 4639
2023
Q4 		$84.1K Buy
3,205
+462
+17% +$14.4K ﹤0.01% 4581
2023
Q3 		$129K Sell
2,743
-320
-10% -$16.7K ﹤0.01% 4364
2023
Q2 		$127K Buy
3,063
+389
+15% +$10.7K ﹤0.01% 4276
2023
Q1 		$97.1K Sell
2,674
-2,402
-47% -$158K ﹤0.01% 4213
2022
Q4 		$329K Buy
5,076
+1,125
+28% +$94K ﹤0.01% 3580
2022
Q3 		$417K Buy
3,951
+1,005
+34% +$170K ﹤0.01% 3315
2022
Q2 		$421K Buy
2,946
+1,271
+76% +$260K ﹤0.01% 3351
2022
Q1 		$538K Sell
1,675
-5
-0.3% -$1.28K ﹤0.01% 3144
2021
Q4 		$497K Sell
1,680
-32
-2% -$10.7K ﹤0.01% 3287
2021
Q3 		$548K Sell
1,712
-2,262
-57% -$792K ﹤0.01% 3140
2021
Q2 		$2.15M Buy
3,974
+1,355
+52% +$565K ﹤0.01% 1914
2021
Q1 		$1.09M Buy
2,619
+532
+25% +$303K ﹤0.01% 2321
2020
Q4 		$955K Sell
2,087
-252
-11% -$157K ﹤0.01% 2220
2020
Q3 		$1.44M Buy
2,339
+1,885
+415% +$2.19M ﹤0.01% 1660
2020
Q2 		$921K Buy
+454
New +$438K ﹤0.01% 1882

Other funds holding NKLA

Norges Bank
Norges Bank Oslo, Norway $935B AUM
AC
Antara Capital New York $30.2K AUM 5.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial's NKLA Position: Q4 2024 in Review

LPL Financial sold out of Nikola Corporation Common Stock (NKLA) in Q4 2024, closing a stake of 10,100 shares — an estimated $46.3K sold.

LPL Financial first reported a position in NKLA in Q2 2020 and held it in 17 quarters. The position peaked at $2.15M in Q2 2021. 161 funds tracked by Wall St. Rank hold NKLA as of Q4 2024.

  • LPL Financial reported no remaining Nikola Corporation Common Stock position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 10,100 Nikola Corporation Common Stock shares in Q4 2024, an estimated $46.3K.
  • LPL Financial first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 17 quarters.
  • LPL Financial's Nikola Corporation Common Stock position peaked at $2.15M in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.