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Sheaff Brock Investment Advisors’s Tesla TSLA Stock Holding History

Sheaff Brock 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
2023
Q3 		– Hold
0
– -$471K – 487
2023
Q2 		– Sell
-1,000
Closed -$200K – 269
2023
Q1 		$207K Sell
1,000
-1,000
-50% -$174K 0.02% 425
2022
Q4 		$246K Buy
+2,000
New +$379K 0.02% 377
2022
Q3 		– Hold
0
– -$202K – 521
2022
Q2 		– Hold
0
– – – 424
2021
Q4 		– Sell
-6,300
Closed -$1.63M – 586
2021
Q3 		$1.63M Buy
+6,300
New +$1.48M 0.12% 122

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

Sheaff Brock Investment Advisors's TSLA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Tesla (TSLA) stake by 3.7% in Q1 2025, buying an estimated $313K and bringing the position to 26,144 shares worth $6.78M. The position accounts for 0.62% of the portfolio, ranked #53.

Sheaff Brock Investment Advisors first reported a position in TSLA in Q4 2015 and has held it in 32 quarters since. The position peaked at $10.2M in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 26,144 shares of Tesla worth $6.78M as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 938 Tesla shares in Q1 2025, an estimated $313K.
  • Tesla made up 0.62% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #53 holding.
  • Sheaff Brock Investment Advisors first reported a position in Tesla in Q4 2015 and has held it in 32 quarters since.
  • Sheaff Brock Investment Advisors's Tesla position peaked at $10.2M in Q4 2024.
  • 3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.