Compass Wealth Management’s Tesla TSLA Stock Holding History

Compass 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 Q2	–	Sell	-115	Closed	-$29.8K	–	387
2025 Q1	$29.8K	Buy	115 +90	+360%	+$30K	0.01%	297
2024 Q4	$10.1K	Buy	+25	New	+$8.04K	﹤0.01%	344
2023 Q3	–	Sell	-24	Closed	-$6.28K	–	414
2023 Q2	$6.28K	Hold	24	–	–	﹤0.01%	373
2023 Q1	$4.98K	Sell	24 -6	-20%	-$1.05K	﹤0.01%	383
2022 Q4	$3.69K	Buy	+30	New	+$5.68K	﹤0.01%	391

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Compass Wealth Management's TSLA Position: Q2 2025 in Review

Compass Wealth Management sold out of Tesla (TSLA) in Q2 2025, closing a stake of 115 shares — an estimated $29.8K sold.

Compass Wealth Management first reported a position in TSLA in Q4 2022 and held it in 5 quarters. The position peaked at $29.8K in Q1 2025. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Compass Wealth Management reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
Compass Wealth Management sold 115 Tesla shares in Q2 2025, an estimated $29.8K.
Compass Wealth Management first reported a position in Tesla in Q4 2022 and held it in 5 quarters.
Compass Wealth Management's Tesla position peaked at $29.8K in Q1 2025.
3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.