SHF
NKLA

Safe Harbor Fiduciary’s Nikola Corporation Common Stock NKLA Stock Holding History

Safe Harbor Fiduciary’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
-61
Closed -$73 – 233
2024
Q4 		$73 Hold
61
– – ﹤0.01% 193
2024
Q3 		$279 Buy
+61
New +$452 ﹤0.01% 191

Other funds holding NKLA

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VanEck Associates
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Kovitz Investment Group Partners
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PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
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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 $6.82B AUM 17.15% 1-Year Est. Return

Safe Harbor Fiduciary's NKLA Position: Q1 2025 in Review

Safe Harbor Fiduciary sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 61 shares — an estimated $73 sold.

Safe Harbor Fiduciary first reported a position in NKLA in Q3 2024 and held it in 2 quarters. The position peaked at $279 in Q3 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Safe Harbor Fiduciary reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 61 Nikola Corporation Common Stock shares in Q1 2025, an estimated $73.
  • Safe Harbor Fiduciary first reported a position in Nikola Corporation Common Stock in Q3 2024 and held it in 2 quarters.
  • Safe Harbor Fiduciary's Nikola Corporation Common Stock position peaked at $279 in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2025, filed 15 May 2025.