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Financial Advocates Investment Management’s Tesla TSLA Stock Holding History

Financial Advocates Investment 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
Q3 		$814K Sell
1,830
-40,307
-96% -$14M 0.46% 57
2025
Q2 		$13.4M Sell
42,137
-1,629
-4% -$491K 1.09% 17
2025
Q1 		$11.3M Sell
43,766
-3,890
-8% -$1.3M 0.8% 25
2024
Q4 		$19.2M Sell
47,656
-5,347
-10% -$1.72M 1.1% 13
2024
Q3 		$13.9M Buy
53,003
+952
+2% +$217K 0.78% 22
2024
Q2 		$10.3M Sell
52,051
-1,701
-3% -$297K 0.64% 26
2024
Q1 		$9.45M Buy
53,752
+3,761
+8% +$735K 0.55% 36
2023
Q4 		$12.4M Buy
49,991
+335
+0.7% +$79.6K 0.81% 20
2023
Q3 		$12.4M Buy
49,656
+2,568
+5% +$660K 0.89% 18
2023
Q2 		$12.3M Buy
47,088
+2,545
+6% +$509K 0.88% 17
2023
Q1 		$9.24M Buy
+44,543
New +$7.77M 0.66% 25
2022
Q4 		– Sell
-52,916
Closed -$10M – 869
2022
Q3 		$9.99M Buy
52,916
+16,871
+47% +$4.71M 0.82% 17
2022
Q2 		$8.09M Buy
36,045
+126
+0.4% +$34.4K 0.66% 22
2022
Q1 		$12.9M Sell
35,919
-2,979
-8% -$928K 0.85% 19
2021
Q4 		$13.1M Sell
38,898
-615
-2% -$206K 0.82% 15
2021
Q3 		$10.2M Sell
39,513
-4,857
-11% -$1.14M 0.69% 22
2021
Q2 		$10.1M Buy
+44,370
New +$9.63M 0.67% 24
2021
Q1 		– Sell
-51,375
Closed -$12.9M – 802
2020
Q4 		$12.1M Buy
51,375
+3,834
+8% +$654K 0.83% 20
2020
Q3 		$6.8M Sell
47,541
-4,239
-8% -$500K 0.58% 33
2020
Q2 		$3.73M Buy
51,780
+15,525
+43% +$840K 0.35% 70
2020
Q1 		$1.27M Buy
36,255
+5,070
+16% +$210K 0.18% 151
2019
Q4 		$870K Sell
31,185
-10,455
-25% -$227K 0.09% 228
2019
Q3 		$669K Hold
41,640
– – 0.08% 243
2019
Q2 		$620K Buy
41,640
+9,405
+29% +$146K 0.07% 252
2019
Q1 		$602K Buy
32,235
+3,345
+12% +$67.1K 0.07% 241
2018
Q4 		$641K Sell
28,890
-5,100
-15% -$110K 0.09% 215
2018
Q3 		$600K Sell
33,990
-5,880
-15% -$122K 0.07% 258
2018
Q2 		$892K Sell
39,870
-18,090
-31% -$368K 0.11% 196
2018
Q1 		$1.03M Buy
57,960
+2,640
+5% +$58.1K 0.13% 157
2017
Q4 		$1.15M Buy
+55,320
New +$1.2M 0.16% 140

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Advocates Investment Management's TSLA Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Tesla (TSLA) stake by 96% in Q3 2025, selling an estimated $14M and leaving 1,830 shares worth $814K. The position accounts for 0.46% of the portfolio, ranked #57.

Financial Advocates Investment Management first reported a position in TSLA in Q4 2017 and has held it in 30 quarters since. The position peaked at $19.2M in Q4 2024. 3,977 funds tracked by Wall St. Rank hold TSLA as of Q3 2025.

  • Financial Advocates Investment Management held 1,830 shares of Tesla worth $814K as of Q3 2025.
  • Financial Advocates Investment Management sold 40,307 Tesla shares in Q3 2025, an estimated $14M.
  • Tesla made up 0.46% of Financial Advocates Investment Management's portfolio in Q3 2025, its #57 holding.
  • Financial Advocates Investment Management first reported a position in Tesla in Q4 2017 and has held it in 30 quarters since.
  • Financial Advocates Investment Management's Tesla position peaked at $19.2M in Q4 2024.
  • 3,977 funds tracked by Wall St. Rank held Tesla as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.