Tolleson Wealth Management’s Tesla TSLA Stock Holding History

Tolleson 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	-738	Closed	-$298K	–	105
2024 Q4	$298K	Buy	+738	New	+$237K	0.06%	83

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

Tolleson Wealth Management's TSLA Position: Q1 2025 in Review

Tolleson Wealth Management sold out of Tesla (TSLA) in Q1 2025, closing a stake of 738 shares — an estimated $298K sold.

Tolleson Wealth Management first reported a position in TSLA in Q4 2024 and held it in 1 quarter. The position peaked at $298K in Q4 2024. 3,565 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Tolleson Wealth Management reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Tolleson Wealth Management sold 738 Tesla shares in Q1 2025, an estimated $298K.
Tolleson Wealth Management first reported a position in Tesla in Q4 2024 and held it in 1 quarter.
Tolleson Wealth Management's Tesla position peaked at $298K in Q4 2024.
3,565 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Tolleson Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.