One Wealth Management Investment & Advisory Services’s Nikola Corporation Common Stock NKLA Stock Holding History

One Wealth Management Investment & Advisory Services’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	-14,000	Closed	-$16.7K	–	52
2024 Q4	$16.7K	Sell	14,000 -10,000	-42%	-$28.6K	0.03%	47
2024 Q3	$110K	Buy	+24,000	New	+$178K	0.19%	42

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PAS

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TCWM

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TWC

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SPIA

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Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's NKLA Position: Q1 2025 in Review

One Wealth Management Investment & Advisory Services sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 14,000 shares — an estimated $16.7K sold.

One Wealth Management Investment & Advisory Services first reported a position in NKLA in Q3 2024 and held it in 2 quarters. The position peaked at $110K in Q3 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

One Wealth Management Investment & Advisory Services reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 14,000 Nikola Corporation Common Stock shares in Q1 2025, an estimated $16.7K.
One Wealth Management Investment & Advisory Services first reported a position in Nikola Corporation Common Stock in Q3 2024 and held it in 2 quarters.
One Wealth Management Investment & Advisory Services's Nikola Corporation Common Stock position peaked at $110K in Q3 2024.
23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2025, filed 8 May 2025.