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Aspen Wealth Strategies’s Tesla TSLA Stock Holding History

Aspen Wealth Strategies’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,117
Closed -$855K – 86
2024
Q4 		$855K Sell
2,117
-148
-7% -$47.6K 0.55% 30
2024
Q3 		$593K Sell
2,265
-534
-19% -$122K 0.38% 39
2024
Q2 		$696K Sell
2,799
-257
-8% -$44.9K 0.48% 30
2024
Q1 		$537K Buy
+3,056
New +$597K 0.37% 41

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspen Wealth Strategies's TSLA Position: Q1 2025 in Review

Aspen Wealth Strategies sold out of Tesla (TSLA) in Q1 2025, closing a stake of 2,117 shares — an estimated $855K sold.

Aspen Wealth Strategies first reported a position in TSLA in Q1 2024 and held it in 4 quarters. The position peaked at $855K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Aspen Wealth Strategies reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
  • Aspen Wealth Strategies sold 2,117 Tesla shares in Q1 2025, an estimated $855K.
  • Aspen Wealth Strategies first reported a position in Tesla in Q1 2024 and held it in 4 quarters.
  • Aspen Wealth Strategies's Tesla position peaked at $855K in Q4 2024.
  • 3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Aspen Wealth Strategies's 13F filing for Q1 2025, filed 30 Apr 2025.