Values First Advisors’s Tesla TSLA Stock Holding History

Values First 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 Q1	–	Sell	-74	Closed	-$29.9K	–	230
2024 Q4	$29.9K	Buy	74 +12	+19%	+$3.86K	0.02%	205
2024 Q3	$16.2K	Buy	+62	New	+$14.1K	0.01%	264
2022 Q2	–	Sell	-741	Closed	-$266K	–	171
2022 Q1	$266K	Hold	741	–	–	0.17%	134
2021 Q4	$261K	Sell	741 -78	-10%	-$26.2K	0.15%	138
2021 Q3	$212K	Buy	+819	New	+$193K	0.14%	135

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

Values First Advisors's TSLA Position: Q1 2025 in Review

Values First Advisors sold out of Tesla (TSLA) in Q1 2025, closing a stake of 74 shares — an estimated $29.9K sold.

Values First Advisors first reported a position in TSLA in Q3 2021 and held it in 5 quarters. The position peaked at $266K in Q1 2022. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

Values First Advisors reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
Values First Advisors sold 74 Tesla shares in Q1 2025, an estimated $29.9K.
Values First Advisors first reported a position in Tesla in Q3 2021 and held it in 5 quarters.
Values First Advisors's Tesla position peaked at $266K in Q1 2022.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.