Bar Harbor Wealth Management’s Tesla TSLA Stock Holding History

Bar Harbor Wealth Management’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	-911	Closed	-$368K	–	263
2024 Q4	$368K	Hold	911	–	–	0.02%	198
2024 Q3	$238K	Buy	+911	New	+$208K	0.02%	246
2024 Q1	–	Sell	-911	Closed	-$226K	–	267
2023 Q4	$226K	Hold	911	–	–	0.02%	231
2023 Q3	$228K	Hold	911	–	–	0.02%	226
2023 Q2	$238K	Buy	+911	New	+$182K	0.02%	229
2022 Q4	–	Sell	-786	Closed	-$208K	–	259
2022 Q3	$208K	Sell	786 -756	-49%	-$211K	0.02%	238
2022 Q2	$346K	Buy	1,542 +576	+60%	+$157K	0.03%	215
2022 Q1	$347K	Sell	966 -195	-17%	-$60.7K	0.03%	183
2021 Q4	$409K	Buy	1,161 +300	+35%	+$101K	0.03%	176
2021 Q3	$223K	Buy	+861	New	+$203K	0.02%	226

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bar Harbor Wealth Management's TSLA Position: Q1 2025 in Review

Bar Harbor Wealth Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 911 shares — an estimated $368K sold.

Bar Harbor Wealth Management first reported a position in TSLA in Q3 2021 and held it in 10 quarters. The position peaked at $409K in Q4 2021. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Bar Harbor Wealth Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Bar Harbor Wealth Management sold 911 Tesla shares in Q1 2025, an estimated $368K.
Bar Harbor Wealth Management first reported a position in Tesla in Q3 2021 and held it in 10 quarters.
Bar Harbor Wealth Management's Tesla position peaked at $409K in Q4 2021.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Bar Harbor Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.