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Hurlow Wealth Management Group’s Tesla TSLA Stock Holding History

Hurlow Wealth Management Group’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
-676
Closed -$273K – 126
2024
Q4 		$273K Buy
+676
New +$217K 0.09% 98
2020
Q3 		– Sell
-4,440
Closed -$443K – 94
2020
Q2 		$443K Buy
+4,440
New +$240K 0.43% 43

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

Hurlow Wealth Management Group's TSLA Position: Q1 2025 in Review

Hurlow Wealth Management Group sold out of Tesla (TSLA) in Q1 2025, closing a stake of 676 shares — an estimated $273K sold.

Hurlow Wealth Management Group first reported a position in TSLA in Q2 2020 and held it in 2 quarters. The position peaked at $443K in Q2 2020. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Hurlow Wealth Management Group reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 676 Tesla shares in Q1 2025, an estimated $273K.
  • Hurlow Wealth Management Group first reported a position in Tesla in Q2 2020 and held it in 2 quarters.
  • Hurlow Wealth Management Group's Tesla position peaked at $443K in Q2 2020.
  • 3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Hurlow Wealth Management Group's 13F filing for Q1 2025, filed 8 May 2025.