McAlister Sweet & Associates’s Tesla TSLA Stock Holding History

McAlister Sweet & Associates’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	-700	Closed	-$283K	–	32
2024 Q4	$283K	Buy	+700	New	+$225K	0.2%	20
2024 Q3	–	Sell	-1,041	Closed	-$206K	–	33
2024 Q2	$206K	Buy	+1,041	New	+$182K	0.15%	32
2024 Q1	–	Sell	-1,720	Closed	-$427K	–	34
2023 Q4	$427K	Hold	1,720	–	–	0.4%	22
2023 Q3	$430K	Sell	1,720 -6	-0.3%	-$1.54K	0.37%	23
2023 Q2	$452K	Sell	1,726 -9,590	-85%	-$1.92M	0.39%	21
2023 Q1	$2.35M	Buy	+11,316	New	+$1.97M	2.58%	10
2022 Q4	–	Sell	-1,050	Closed	-$279K	–	27
2022 Q3	$279K	Hold	1,050	–	–	0.3%	21
2022 Q2	$236K	Hold	1,050	–	–	0.24%	30
2022 Q1	$377K	Hold	1,050	–	–	0.4%	21
2021 Q4	$370K	Buy	+1,050	New	+$352K	0.32%	26

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

McAlister Sweet & Associates's TSLA Position: Q1 2025 in Review

McAlister Sweet & Associates sold out of Tesla (TSLA) in Q1 2025, closing a stake of 700 shares — an estimated $283K sold.

McAlister Sweet & Associates first reported a position in TSLA in Q4 2021 and held it in 10 quarters. The position peaked at $2.35M in Q1 2023. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

McAlister Sweet & Associates reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
McAlister Sweet & Associates sold 700 Tesla shares in Q1 2025, an estimated $283K.
McAlister Sweet & Associates first reported a position in Tesla in Q4 2021 and held it in 10 quarters.
McAlister Sweet & Associates's Tesla position peaked at $2.35M in Q1 2023.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on McAlister Sweet & Associates's 13F filing for Q1 2025, filed 10 Apr 2025.