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Blake Schutter Theil Wealth Advisors’s Tesla TSLA Stock Holding History

Blake Schutter Theil Wealth Advisors’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
2024
Q4 		– Sell
-1,468
Closed -$384K – 159
2024
Q3 		$384K Buy
+1,468
New +$335K 0.28% 104

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

Blake Schutter Theil Wealth Advisors's TSLA Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of Tesla (TSLA) in Q4 2024, closing a stake of 1,468 shares — an estimated $384K sold.

Blake Schutter Theil Wealth Advisors first reported a position in TSLA in Q3 2024 and held it in 1 quarter. The position peaked at $384K in Q3 2024. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 1,468 Tesla shares in Q4 2024, an estimated $384K.
  • Blake Schutter Theil Wealth Advisors first reported a position in Tesla in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's Tesla position peaked at $384K in Q3 2024.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.