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Spectrum Wealth Counsel’s Tesla TSLA Stock Holding History

Spectrum Wealth Counsel’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 		$143K Buy
550
+23
+4% +$7.67K 0.02% 132
2024
Q4 		$213K Sell
527
-20
-4% -$6.43K 0.03% 118
2024
Q3 		$143K Sell
547
-150
-22% -$34.2K 0.02% 130
2024
Q2 		$138K Sell
697
-32
-4% -$5.59K 0.02% 139
2024
Q1 		$128K Buy
729
+150
+26% +$29.3K 0.02% 150
2023
Q4 		$144K Buy
+579
New +$138K 0.02% 144

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

Spectrum Wealth Counsel's TSLA Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Tesla (TSLA) stake by 4.4% in Q1 2025, buying an estimated $7.67K and bringing the position to 550 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #132.

Spectrum Wealth Counsel first reported a position in TSLA in Q4 2023 and has held it in 6 quarters since. The position peaked at $213K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

  • Spectrum Wealth Counsel held 550 shares of Tesla worth $143K as of Q1 2025.
  • Spectrum Wealth Counsel bought 23 Tesla shares in Q1 2025, an estimated $7.67K.
  • Tesla made up 0.02% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #132 holding.
  • Spectrum Wealth Counsel first reported a position in Tesla in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Tesla position peaked at $213K in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.