Maxwell Wealth Strategies’s Tesla TSLA Stock Holding History

Maxwell Wealth Strategies’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
2024 Q4	–	Sell	-8,957	Closed	-$2.25M	–	112
2024 Q3	$2.25M	Buy	8,957 +7,640	+580%	+$1.74M	0.96%	36
2024 Q2	$261K	Buy	+1,317	New	+$230K	0.13%	96
2024 Q1	–	Sell	-2,045	Closed	-$508K	–	107
2023 Q4	$508K	Buy	+2,045	New	+$486K	0.33%	61

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

Maxwell Wealth Strategies's TSLA Position: Q4 2024 in Review

Maxwell Wealth Strategies sold out of Tesla (TSLA) in Q4 2024, closing a stake of 8,957 shares — an estimated $2.25M sold.

Maxwell Wealth Strategies first reported a position in TSLA in Q4 2023 and held it in 3 quarters. The position peaked at $2.25M in Q3 2024. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Maxwell Wealth Strategies reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
Maxwell Wealth Strategies sold 8,957 Tesla shares in Q4 2024, an estimated $2.25M.
Maxwell Wealth Strategies first reported a position in Tesla in Q4 2023 and held it in 3 quarters.
Maxwell Wealth Strategies's Tesla position peaked at $2.25M in Q3 2024.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.