Schechter Investment Advisors’s Tesla TSLA Stock Holding History

Schechter Investment 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	$2.6M	Sell	10,043 -2,630	-21%	-$876K	0.21%	95
2024 Q4	$5.12M	Buy	12,673 +548	+5%	+$176K	0.39%	52
2024 Q3	$3.17M	Buy	12,125 +4,173	+52%	+$952K	0.23%	84
2024 Q2	$1.57M	Buy	7,952 +5,584	+236%	+$976K	0.12%	164
2024 Q1	$416K	Sell	2,368 -5,961	-72%	-$1.16M	0.03%	419
2023 Q4	$2.07M	Sell	8,329 -445	-5%	-$106K	0.18%	113
2023 Q3	$2.2M	Buy	8,774 +1,739	+25%	+$447K	0.21%	89
2023 Q2	$1.84M	Buy	7,035 +333	+5%	+$66.6K	0.17%	125
2023 Q1	$1.39M	Buy	6,702 +2,624	+64%	+$458K	0.13%	188
2022 Q4	$502K	Sell	4,078 -9,448	-70%	-$1.79M	0.05%	503
2022 Q3	$3.59M	Buy	13,526 +5,750	+74%	+$1.61M	0.35%	39
2022 Q2	$1.75M	Buy	7,776 +285	+4%	+$77.8K	0.17%	115
2022 Q1	$2.69M	Buy	7,491 +1,824	+32%	+$568K	0.25%	63
2021 Q4	$2M	Buy	+5,667	New	+$1.9M	0.18%	118

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

Schechter Investment Advisors's TSLA Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Tesla (TSLA) stake by 21% in Q1 2025, selling an estimated $876K and leaving 10,043 shares worth $2.6M. The position accounts for 0.21% of the portfolio, ranked #95.

Schechter Investment Advisors first reported a position in TSLA in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.12M in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Schechter Investment Advisors held 10,043 shares of Tesla worth $2.6M as of Q1 2025.
Schechter Investment Advisors sold 2,630 Tesla shares in Q1 2025, an estimated $876K.
Tesla made up 0.21% of Schechter Investment Advisors's portfolio in Q1 2025, its #95 holding.
Schechter Investment Advisors first reported a position in Tesla in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Tesla position peaked at $5.12M in Q4 2024.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.