SWA
NKLA

SOA Wealth Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

SOA Wealth Advisors’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
-100
Closed -$119 – 916
2024
Q4 		$119 Hold
100
– – ﹤0.01% 839
2024
Q3 		$458 Hold
100
– – ﹤0.01% 754
2024
Q2 		$819 Hold
100
– – ﹤0.01% 738
2024
Q1 		$3.12K Hold
100
– – ﹤0.01% 659
2023
Q4 		$2.62K Hold
100
– – ﹤0.01% 668
2023
Q3 		$4.71K Buy
100
+33
+49% +$1.72K ﹤0.01% 623
2023
Q2 		$2.76K Buy
67
+34
+103% +$938 ﹤0.01% 688
2023
Q1 		$1.21K Hold
33
– – ﹤0.01% 778
2022
Q4 		$2.16K Hold
33
– – ﹤0.01% 732
2022
Q3 		$3K Hold
33
– – ﹤0.01% 686
2022
Q2 		$4K Hold
33
– – ﹤0.01% 630
2022
Q1 		$10K Hold
33
– – ﹤0.01% 599
2021
Q4 		$10K Sell
33
-7
-18% -$2.33K ﹤0.01% 580
2021
Q3 		$12K Sell
40
-9
-18% -$3.15K ﹤0.01% 560
2021
Q2 		$26K Hold
49
– – 0.01% 417
2021
Q1 		$20K Buy
49
+16
+48% +$9.11K 0.01% 409
2020
Q4 		$22K Buy
+33
New +$20.6K 0.01% 387

Other funds holding NKLA

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
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 $426M AUM 23.62% 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 $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
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

SOA Wealth Advisors's NKLA Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 100 shares — an estimated $119 sold.

SOA Wealth Advisors first reported a position in NKLA in Q4 2020 and held it in 17 quarters. The position peaked at $26K in Q2 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • SOA Wealth Advisors reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 100 Nikola Corporation Common Stock shares in Q1 2025, an estimated $119.
  • SOA Wealth Advisors first reported a position in Nikola Corporation Common Stock in Q4 2020 and held it in 17 quarters.
  • SOA Wealth Advisors's Nikola Corporation Common Stock position peaked at $26K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.