Rafferty Asset Management
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Rafferty Asset Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Rafferty Asset 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
-23,950
Closed -$28.5K – 1159
2024
Q4 		$28.5K Buy
23,950
+5,143
+27% +$14.7K ﹤0.01% 1139
2024
Q3 		$86.1K Buy
+18,807
New +$139K ﹤0.01% 1132
2024
Q2 		– Sell
-25,499
Closed -$796K – 1202
2024
Q1 		$796K Sell
25,499
-3,385
-12% -$72.7K ﹤0.01% 871
2023
Q4 		$758K Sell
28,884
-16,896
-37% -$525K ﹤0.01% 869
2023
Q3 		$2.16M Sell
45,780
-2,018
-4% -$105K 0.01% 591
2023
Q2 		$1.98M Buy
47,798
+46,049
+2,633% +$1.27M 0.01% 646
2023
Q1 		$63.5K Buy
1,749
+648
+59% +$42.5K ﹤0.01% 1133
2022
Q4 		$71.3K Buy
1,101
+173
+19% +$14.5K ﹤0.01% 1112
2022
Q3 		$98K Buy
+928
New +$157K ﹤0.01% 1125
2022
Q2 		– Sell
-6,613
Closed -$2.13M – 1245
2022
Q1 		$2.13M Sell
6,613
-871
-12% -$222K 0.01% 586
2021
Q4 		$2.22M Buy
7,484
+960
+15% +$320K 0.01% 622
2021
Q3 		$2.09M Sell
6,524
-688
-10% -$241K 0.01% 630
2021
Q2 		$3.91M Buy
+7,212
New +$3M 0.02% 406

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Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 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 $250B AUM 21.32% 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 29.84% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Rafferty Asset Management's NKLA Position: Q1 2025 in Review

Rafferty Asset Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 23,950 shares — an estimated $28.5K sold.

Rafferty Asset Management first reported a position in NKLA in Q2 2021 and held it in 13 quarters. The position peaked at $3.91M in Q2 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Rafferty Asset Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Rafferty Asset Management sold 23,950 Nikola Corporation Common Stock shares in Q1 2025, an estimated $28.5K.
  • Rafferty Asset Management first reported a position in Nikola Corporation Common Stock in Q2 2021 and held it in 13 quarters.
  • Rafferty Asset Management's Nikola Corporation Common Stock position peaked at $3.91M in Q2 2021.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Rafferty Asset Management's 13F filing for Q1 2025, filed 14 May 2025.