MG
NKLA

Mather Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Mather Group’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
-50
Closed -$60 – 1878
2024
Q4 		$60 Hold
50
– – ﹤0.01% 1730
2024
Q3 		$229 Sell
50
-1,650
-97% -$12.2K ﹤0.01% 1649
2024
Q2 		$1.77K Buy
1,700
+1,650
+3,300% +$29.4K ﹤0.01% 1922
2024
Q1 		$1.31K Buy
+50
New +$1.07K ﹤0.01% 1600

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 $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

Mather Group's NKLA Position: Q1 2025 in Review

Mather Group sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 50 shares — an estimated $60 sold.

Mather Group first reported a position in NKLA in Q1 2024 and held it in 4 quarters. The position peaked at $1.77K in Q2 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Mather Group reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Mather Group sold 50 Nikola Corporation Common Stock shares in Q1 2025, an estimated $60.
  • Mather Group first reported a position in Nikola Corporation Common Stock in Q1 2024 and held it in 4 quarters.
  • Mather Group's Nikola Corporation Common Stock position peaked at $1.77K in Q2 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.