Matthew Hamilton Rosenberg’s Nikola Corporation Common Stock NKLA Stock Holding History

Matthew Hamilton Rosenberg’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	-34	Closed	-$40	–	835
2024 Q4	$40	Hold	34	–	–	﹤0.01%	796
2024 Q3	$156	Hold	34	–	–	﹤0.01%	828
2024 Q2	$252	Sell	34 -1	-3%	-$18	﹤0.01%	787
2024 Q1	$1.07K	Hold	35	–	–	﹤0.01%	775
2023 Q4	$906	Hold	35	–	–	﹤0.01%	795
2023 Q3	$1.63K	Hold	35	–	–	﹤0.01%	761
2023 Q2	$1.43K	Hold	35	–	–	﹤0.01%	769
2023 Q1	$1.25K	Hold	35	–	–	﹤0.01%	814
2022 Q4	$2.24K	Hold	35	–	–	﹤0.01%	775
2022 Q3	$4K	Hold	35	–	–	﹤0.01%	739
2022 Q2	$5K	Hold	35	–	–	﹤0.01%	702
2022 Q1	$11K	Hold	35	–	–	﹤0.01%	621
2021 Q4	$10K	Hold	35	–	–	﹤0.01%	601
2021 Q3	$11K	Buy	35 +32	+1,067%	+$11.2K	﹤0.01%	570
2021 Q2	$2K	Hold	3	–	–	﹤0.01%	573
2021 Q1	$1K	Buy	+3	New	+$1.71K	﹤0.01%	555

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

Matthew Hamilton Rosenberg's NKLA Position: Q1 2025 in Review

Matthew Hamilton Rosenberg sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 34 shares — an estimated $40 sold.

Matthew Hamilton Rosenberg first reported a position in NKLA in Q1 2021 and held it in 16 quarters. The position peaked at $11K in Q1 2022. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

Matthew Hamilton Rosenberg reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 34 Nikola Corporation Common Stock shares in Q1 2025, an estimated $40.
Matthew Hamilton Rosenberg first reported a position in Nikola Corporation Common Stock in Q1 2021 and held it in 16 quarters.
Matthew Hamilton Rosenberg's Nikola Corporation Common Stock position peaked at $11K in Q1 2022.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q1 2025, filed 28 Apr 2025.