Osaic Holdings
NKLA

Osaic Holdings’s Nikola Corporation Common Stock NKLA Stock Holding History

Osaic Holdings’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
2022
Q2 		– Hold
0
– -$1K – 7654
2022
Q1 		– Sell
-1
Closed -$255 – 7142
2021
Q4 		$1K Hold
1
– – ﹤0.01% 7275
2021
Q3 		$2K Hold
1
– – ﹤0.01% 6908
2021
Q2 		$7K Hold
1
– – ﹤0.01% 6270
2021
Q1 		$5K Hold
1
– – ﹤0.01% 6188
2020
Q4 		$3K Hold
1
– – ﹤0.01% 5996
2020
Q3 		$9K Buy
+1
New +$1.16K ﹤0.01% 5351

Other funds holding NKLA

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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 $515M AUM 27.37% 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 $38B AUM 39.14% 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 $8.31B AUM 21.94% 1-Year Est. Return

Osaic Holdings's NKLA Position: Q1 2025 in Review

Osaic Holdings sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 4,562 shares — an estimated $5.38K sold.

Osaic Holdings first reported a position in NKLA in Q1 2020 and held it in 20 quarters. The position peaked at $1.46M in Q3 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Osaic Holdings reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Osaic Holdings sold 4,562 Nikola Corporation Common Stock shares in Q1 2025, an estimated $5.38K.
  • Osaic Holdings first reported a position in Nikola Corporation Common Stock in Q1 2020 and held it in 20 quarters.
  • Osaic Holdings's Nikola Corporation Common Stock position peaked at $1.46M in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Osaic Holdings's 13F filing for Q1 2025, filed 12 May 2025.