IMZ Advisory’s Tesla TSLA Stock Holding History

IMZ Advisory’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	-506	Closed	-$204K	–	43
2024 Q4	$204K	Buy	+506	New	+$163K	0.09%	36
2024 Q1	–	Sell	-1,061	Closed	-$212K	–	32
2023 Q4	$212K	Buy	+1,061	New	+$252K	0.11%	31

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMZ Advisory's TSLA Position: Q1 2025 in Review

IMZ Advisory sold out of Tesla (TSLA) in Q1 2025, closing a stake of 506 shares — an estimated $204K sold.

IMZ Advisory first reported a position in TSLA in Q4 2023 and held it in 2 quarters. The position peaked at $212K in Q4 2023. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

IMZ Advisory reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
IMZ Advisory sold 506 Tesla shares in Q1 2025, an estimated $204K.
IMZ Advisory first reported a position in Tesla in Q4 2023 and held it in 2 quarters.
IMZ Advisory's Tesla position peaked at $212K in Q4 2023.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on IMZ Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.