SW
NKLA

SteelPeak Wealth’s Nikola Corporation Common Stock NKLA Stock Holding History

SteelPeak Wealth’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
-10,000
Closed -$11.9K – 697
2024
Q4 		$11.9K Buy
+10,000
New +$28.6K ﹤0.01% 563

Other funds holding NKLA

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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
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 $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

SteelPeak Wealth's NKLA Position: Q1 2025 in Review

SteelPeak Wealth sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 10,000 shares — an estimated $11.9K sold.

SteelPeak Wealth first reported a position in NKLA in Q4 2024 and held it in 1 quarter. The position peaked at $11.9K in Q4 2024. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • SteelPeak Wealth reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 10,000 Nikola Corporation Common Stock shares in Q1 2025, an estimated $11.9K.
  • SteelPeak Wealth first reported a position in Nikola Corporation Common Stock in Q4 2024 and held it in 1 quarter.
  • SteelPeak Wealth's Nikola Corporation Common Stock position peaked at $11.9K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.