Semmax Financial Advisors’s Tesla TSLA Stock Holding History

Semmax Financial 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 Q2	$344K	Sell	1,045 -1	-0.1%	-$301	0.09%	124
2025 Q1	$312K	Buy	1,046 +69	+7%	+$23K	0.08%	119
2024 Q4	$348K	Buy	977 +67	+7%	+$21.6K	0.09%	116
2024 Q3	$299K	Sell	910 -11	-1%	-$2.51K	0.08%	113
2024 Q2	$191K	Buy	921 +80	+10%	+$14K	0.06%	121
2024 Q1	$145K	Hold	841	–	–	0.05%	125
2023 Q4	$155K	Hold	841	–	–	0.06%	114
2023 Q3	$188K	Buy	+841	New	+$216K	0.08%	95
2022 Q4	$108K	Hold	823	–	–	0.04%	95
2022 Q3	$162K	Sell	823 -77	-9%	-$21.5K	0.07%	87
2022 Q2	$265K	Hold	900	–	–	0.11%	85
2022 Q1	$323K	Hold	900	–	–	0.13%	95
2021 Q4	$317K	Hold	900	–	–	0.12%	99
2021 Q3	$233K	Hold	900	–	–	0.08%	101
2021 Q2	$204K	Hold	900	–	–	0.07%	106
2021 Q1	$200K	Hold	900	–	–	0.07%	102
2020 Q4	$212K	Hold	900	–	–	0.09%	101
2020 Q3	$129K	Hold	900	–	–	0.06%	99
2020 Q2	$65K	Buy	900 +600	+200%	+$32.5K	0.03%	105
2020 Q1	$10K	Sell	300 -120	-29%	-$4.97K	0.01%	155
2019 Q4	$12K	Hold	420	–	–	0.01%	163
2019 Q3	$7K	Hold	420	–	–	﹤0.01%	199
2019 Q2	$6K	Buy	420 +75	+22%	+$1.17K	﹤0.01%	212
2019 Q1	$6K	Buy	+345	New	+$6.93K	﹤0.01%	351

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

Semmax Financial Advisors's TSLA Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Tesla (TSLA) stake by 0.1% in Q2 2025, selling an estimated $301 and leaving 1,045 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #124.

Semmax Financial Advisors first reported a position in TSLA in Q1 2019 and has held it in 24 quarters since. The position peaked at $348K in Q4 2024. 3,725 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

Semmax Financial Advisors held 1,045 shares of Tesla worth $344K as of Q2 2025.
Semmax Financial Advisors sold 1 Tesla share in Q2 2025, an estimated $301.
Tesla made up 0.09% of Semmax Financial Advisors's portfolio in Q2 2025, its #124 holding.
Semmax Financial Advisors first reported a position in Tesla in Q1 2019 and has held it in 24 quarters since.
Semmax Financial Advisors's Tesla position peaked at $348K in Q4 2024.
3,725 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.