Planning Directions’s Tesla TSLA Stock Holding History

Planning Directions’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 Q2	–	Sell	-3,623	Closed	-$939K	–	112
2025 Q1	$939K	Buy	+3,623	New	+$1.21M	0.4%	44
2022 Q4	–	Sell	-850	Closed	-$225K	–	75
2022 Q3	$225K	Sell	850 -200	-19%	-$55.9K	0.18%	60
2022 Q2	$236K	Hold	1,050	–	–	0.18%	63
2022 Q1	$377K	Sell	1,050 -300	-22%	-$93.4K	0.26%	49
2021 Q4	$476K	Sell	1,350 -195	-13%	-$65.4K	0.32%	43
2021 Q3	$399K	Buy	1,545 +66	+4%	+$15.5K	0.29%	47
2021 Q2	$335K	Buy	1,479 +336	+29%	+$72.9K	0.24%	49
2021 Q1	$254K	Sell	1,143 -117	-9%	-$29.4K	0.2%	54
2020 Q4	$296K	Buy	+1,260	New	+$215K	0.24%	47

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planning Directions's TSLA Position: Q2 2025 in Review

Planning Directions sold out of Tesla (TSLA) in Q2 2025, closing a stake of 3,623 shares — an estimated $939K sold.

Planning Directions first reported a position in TSLA in Q4 2020 and held it in 9 quarters. The position peaked at $939K in Q1 2025. 3,726 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Planning Directions reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
Planning Directions sold 3,623 Tesla shares in Q2 2025, an estimated $939K.
Planning Directions first reported a position in Tesla in Q4 2020 and held it in 9 quarters.
Planning Directions's Tesla position peaked at $939K in Q1 2025.
3,726 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.