Financial Advocates Investment Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-200
Closed -$51.8K 774
2025
Q1
$51.8K Buy
+200
New +$66.7K ﹤0.01% 707

Other funds holding TSLA

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.