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Kapstone Financial Advisors’s Tesla TSLA Stock Holding History

Kapstone Financial Advisors’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
-2,174
Closed -$846K – 117
2024
Q4 		$846K Buy
2,174
+101
+5% +$32.5K 0.45% 37
2024
Q3 		$540K Hold
2,073
– – 0.33% 56
2024
Q2 		$410K Sell
2,073
-103
-5% -$18K 0.27% 62
2024
Q1 		$383K Hold
2,176
– – 0.26% 67
2023
Q4 		$397K Buy
2,176
+52
+2% +$12.4K 0.31% 62
2023
Q3 		$531K Hold
2,124
– – 0.48% 44
2023
Q2 		$555K Hold
2,124
– – 0.46% 52
2023
Q1 		$395K Buy
2,124
+103
+5% +$18K 0.36% 61
2022
Q4 		$380K Buy
+2,021
New +$383K 0.35% 64

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

Kapstone Financial Advisors's TSLA Position: Q1 2025 in Review

Kapstone Financial Advisors sold out of Tesla (TSLA) in Q1 2025, closing a stake of 2,174 shares — an estimated $846K sold.

Kapstone Financial Advisors first reported a position in TSLA in Q4 2022 and held it in 9 quarters. The position peaked at $846K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Kapstone Financial Advisors reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 2,174 Tesla shares in Q1 2025, an estimated $846K.
  • Kapstone Financial Advisors first reported a position in Tesla in Q4 2022 and held it in 9 quarters.
  • Kapstone Financial Advisors's Tesla position peaked at $846K in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Kapstone Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.