Lutz Financial Services’s Tesla TSLA Stock Holding History

Lutz Financial Services’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	-581	Closed	-$235K	–	96
2024 Q4	$235K	Buy	+581	New	+$187K	0.02%	87

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

Lutz Financial Services's TSLA Position: Q1 2025 in Review

Lutz Financial Services sold out of Tesla (TSLA) in Q1 2025, closing a stake of 581 shares — an estimated $235K sold.

Lutz Financial Services first reported a position in TSLA in Q4 2024 and held it in 1 quarter. The position peaked at $235K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Lutz Financial Services reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Lutz Financial Services sold 581 Tesla shares in Q1 2025, an estimated $235K.
Lutz Financial Services first reported a position in Tesla in Q4 2024 and held it in 1 quarter.
Lutz Financial Services's Tesla position peaked at $235K in Q4 2024.
3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Lutz Financial Services's 13F filing for Q1 2025, filed 7 May 2025.