Roberts Wealth Advisors’s Tesla TSLA Stock Holding History

Roberts Wealth Advisors’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	-596	Closed	-$255K	–	104
2024 Q4	$255K	Buy	+596	New	+$192K	0.08%	92
2022 Q1	–	Sell	-525	Closed	-$210K	–	96
2021 Q4	$210K	Buy	+525	New	+$176K	0.08%	95

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

Roberts Wealth Advisors's TSLA Position: Q1 2025 in Review

Roberts Wealth Advisors sold out of Tesla (TSLA) in Q1 2025, closing a stake of 596 shares — an estimated $255K sold.

Roberts Wealth Advisors first reported a position in TSLA in Q4 2021 and held it in 2 quarters. The position peaked at $255K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Roberts Wealth Advisors reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Roberts Wealth Advisors sold 596 Tesla shares in Q1 2025, an estimated $255K.
Roberts Wealth Advisors first reported a position in Tesla in Q4 2021 and held it in 2 quarters.
Roberts Wealth Advisors's Tesla position peaked at $255K in Q4 2024.
3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Roberts Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.