Smith & Howard Wealth Management’s Tesla TSLA Stock Holding History

Smith & Howard Wealth Management’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	-536	Closed	-$216K	–	84
2024 Q4	$216K	Buy	+536	New	+$172K	0.06%	78

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

Smith & Howard Wealth Management's TSLA Position: Q1 2025 in Review

Smith & Howard Wealth Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 536 shares — an estimated $216K sold.

Smith & Howard Wealth Management first reported a position in TSLA in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Smith & Howard Wealth Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Smith & Howard Wealth Management sold 536 Tesla shares in Q1 2025, an estimated $216K.
Smith & Howard Wealth Management first reported a position in Tesla in Q4 2024 and held it in 1 quarter.
Smith & Howard Wealth Management's Tesla position peaked at $216K in Q4 2024.
3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.