NFSG
NKLA

Newbridge Financial Services Group’s Nikola Corporation Common Stock NKLA Stock Holding History

Newbridge Financial Services 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
-92
Closed -$109 – 1182
2024
Q4 		$109 Buy
+92
New +$263 ﹤0.01% 1104
2024
Q3 		– Sell
-99
Closed -$811 – 1138
2024
Q2 		$811 Sell
99
-17
-15% -$303 ﹤0.01% 1004
2024
Q1 		$3.62K Buy
116
+8
+7% +$172 ﹤0.01% 932
2023
Q4 		$2.84K Buy
108
+14
+15% +$435 ﹤0.01% 931
2023
Q3 		$4.41K Sell
94
-73
-44% -$3.8K ﹤0.01% 973
2023
Q2 		$6.9K Sell
167
-1
-0.6% -$28 ﹤0.01% 957
2023
Q1 		$6.08K Sell
168
-3
-2% -$197 ﹤0.01% 1019
2022
Q4 		$11.1K Hold
171
– – 0.01% 895
2022
Q3 		$18K Sell
171
-3
-2% -$508 0.01% 734
2022
Q2 		$25K Buy
174
+25
+17% +$5.11K 0.02% 595
2022
Q1 		$48K Hold
149
– – 0.02% 491
2021
Q4 		$44K Sell
149
-12
-7% -$4K 0.02% 505
2021
Q3 		$51K Buy
161
+14
+10% +$4.9K 0.03% 411
2021
Q2 		$80K Buy
147
+10
+7% +$4.17K 0.05% 321
2021
Q1 		$57K Buy
137
+83
+154% +$47.3K 0.04% 364
2020
Q4 		$25K Sell
54
-58
-52% -$36.1K 0.02% 489
2020
Q3 		$69K Buy
+112
New +$130K 0.07% 252

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

Newbridge Financial Services Group's NKLA Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 92 shares — an estimated $109 sold.

Newbridge Financial Services Group first reported a position in NKLA in Q3 2020 and held it in 17 quarters. The position peaked at $80K in Q2 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 92 Nikola Corporation Common Stock shares in Q1 2025, an estimated $109.
  • Newbridge Financial Services Group first reported a position in Nikola Corporation Common Stock in Q3 2020 and held it in 17 quarters.
  • Newbridge Financial Services Group's Nikola Corporation Common Stock position peaked at $80K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.