Northwest Capital Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Northwest Capital Management’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	-3	Closed	-$4	–	447
2024 Q4	$4	Hold	3	–	–	﹤0.01%	436
2024 Q3	$14	Hold	3	–	–	﹤0.01%	457
2024 Q2	$25	Hold	3	–	–	﹤0.01%	460
2024 Q1	$104	Hold	3	–	–	﹤0.01%	541
2023 Q4	$87	Hold	3	–	–	﹤0.01%	542
2023 Q3	$157	Hold	3	–	–	﹤0.01%	542
2023 Q2	$138	Buy	+3	New	+$83	﹤0.01%	547

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 $515M AUM 27.37% 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

Northwest Capital Management's NKLA Position: Q1 2025 in Review

Northwest Capital Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 3 shares — an estimated $4 sold.

Northwest Capital Management first reported a position in NKLA in Q2 2023 and held it in 7 quarters. The position peaked at $157 in Q3 2023. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

Northwest Capital Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Northwest Capital Management sold 3 Nikola Corporation Common Stock shares in Q1 2025, an estimated $4.
Northwest Capital Management first reported a position in Nikola Corporation Common Stock in Q2 2023 and held it in 7 quarters.
Northwest Capital Management's Nikola Corporation Common Stock position peaked at $157 in Q3 2023.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Northwest Capital Management's 13F filing for Q1 2025, filed 1 May 2025.