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Pine Harbor Wealth Management’s Tesla TSLA Stock Holding History

Pine Harbor Wealth Management’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
-710
Closed -$287K – 101
2024
Q4 		$287K Sell
710
-330
-32% -$106K 0.12% 73
2024
Q3 		$272K Sell
1,040
-1,468
-59% -$335K 0.14% 80
2024
Q2 		$496K Sell
2,508
-1,200
-32% -$210K 0.29% 52
2024
Q1 		$652K Hold
3,708
– – 0.41% 42
2023
Q4 		$921K Buy
+3,708
New +$881K 0.7% 28

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

Pine Harbor Wealth Management's TSLA Position: Q1 2025 in Review

Pine Harbor Wealth Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 710 shares — an estimated $287K sold.

Pine Harbor Wealth Management first reported a position in TSLA in Q4 2023 and held it in 5 quarters. The position peaked at $921K in Q4 2023. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Pine Harbor Wealth Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
  • Pine Harbor Wealth Management sold 710 Tesla shares in Q1 2025, an estimated $287K.
  • Pine Harbor Wealth Management first reported a position in Tesla in Q4 2023 and held it in 5 quarters.
  • Pine Harbor Wealth Management's Tesla position peaked at $921K in Q4 2023.
  • 3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.