WMS Partners’s Tesla TSLA Stock Holding History

WMS Partners’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	-3,201	Closed	-$1.29M	–	248
2024 Q4	$1.29M	Buy	3,201 +37	+1%	+$11.9K	0.07%	107
2024 Q3	$828K	Sell	3,164 -417	-12%	-$95.1K	0.05%	128
2024 Q2	$709K	Buy	3,581 +1,149	+47%	+$201K	0.05%	123
2024 Q1	$428K	Sell	2,432 -218	-8%	-$42.6K	0.03%	182
2023 Q4	$658K	Buy	2,650 +54	+2%	+$12.8K	0.05%	125
2023 Q3	$650K	Sell	2,596 -927	-26%	-$238K	0.05%	128
2023 Q2	$922K	Buy	3,523 +152	+5%	+$30.4K	0.07%	108
2023 Q1	$699K	Sell	3,371 -473	-12%	-$82.5K	0.06%	122
2022 Q4	$474K	Sell	3,844 -5	-0.1%	-$947	0.05%	159
2022 Q3	$1.02M	Sell	3,849 -474	-11%	-$132K	0.14%	86
2022 Q2	$971K	Sell	4,323 -12	-0.3%	-$3.28K	0.15%	86
2022 Q1	$1.56M	Buy	+4,335	New	+$1.35M	0.21%	58
2021 Q4	–	Sell	-6,690	Closed	-$1.73M	–	265
2021 Q3	$1.73M	Buy	6,690 +2,187	+49%	+$515K	0.25%	56
2021 Q2	$1.02M	Buy	4,503 +483	+12%	+$105K	0.15%	77
2021 Q1	$895K	Buy	4,020 +627	+18%	+$157K	0.2%	71
2020 Q4	$798K	Buy	3,393 +12	+0.4%	+$2.05K	0.14%	79
2020 Q3	$483K	Sell	3,381 -309	-8%	-$36.5K	0.09%	119
2020 Q2	$266K	Buy	+3,690	New	+$200K	0.06%	175
2020 Q1	–	Sell	-19,380	Closed	-$541K	–	221
2019 Q4	$541K	Sell	19,380 -2,955	-13%	-$64.1K	0.12%	108
2019 Q3	$359K	Buy	22,335 +195	+0.9%	+$3.05K	0.09%	154
2019 Q2	$330K	Buy	22,140 +1,350	+6%	+$21K	0.08%	152
2019 Q1	$388K	Hold	20,790	–	–	0.1%	127
2018 Q4	$461K	Hold	20,790	–	–	0.13%	104
2018 Q3	$367K	Buy	20,790 +255	+1%	+$5.31K	0.04%	146
2018 Q2	$469K	Hold	20,535	–	–	0.05%	126
2018 Q1	$364K	Buy	20,535 +45	+0.2%	+$990	0.04%	144
2017 Q4	$425K	Buy	20,490 +540	+3%	+$11.7K	0.05%	144
2017 Q3	$454K	Hold	19,950	–	–	0.05%	130
2017 Q2	$481K	Hold	19,950	–	–	0.06%	126
2017 Q1	$370K	Buy	19,950 +600	+3%	+$10.2K	0.05%	144
2016 Q4	$276K	Sell	19,350 -300	-2%	-$3.94K	0.04%	157
2016 Q3	$267K	Hold	19,650	–	–	0.04%	159
2016 Q2	$278K	Buy	19,650 +375	+2%	+$5.68K	0.04%	169
2016 Q1	$295K	Buy	19,275 +750	+4%	+$9.87K	0.04%	158
2015 Q4	$296K	Hold	18,525	–	–	0.04%	159
2015 Q3	$307K	Sell	18,525 -750	-4%	-$12.7K	0.05%	154
2015 Q2	$345K	Hold	19,275	–	–	0.04%	211
2015 Q1	$243K	Buy	19,275 +825	+4%	+$11.1K	0.03%	228
2014 Q4	$274K	Hold	18,450	–	–	0.04%	173
2014 Q3	$298K	Hold	18,450	–	–	0.05%	191
2014 Q2	$295K	Buy	18,450 +375	+2%	+$5.23K	0.05%	193
2014 Q1	$251K	Buy	+18,075	New	+$242K	0.04%	210
2013 Q4	–	Sell	-17,400	Closed	-$224K	–	241
2013 Q3	$224K	Buy	+17,400	New	+$172K	0.04%	175

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

WMS Partners's TSLA Position: Q1 2025 in Review

WMS Partners sold out of Tesla (TSLA) in Q1 2025, closing a stake of 3,201 shares — an estimated $1.29M sold.

WMS Partners first reported a position in TSLA in Q3 2013 and held it in 43 quarters. The position peaked at $1.73M in Q3 2021. 3,564 funds tracked by Wall St. Rank hold TSLA as of Q1 2025.

WMS Partners reported no remaining Tesla position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 3,201 Tesla shares in Q1 2025, an estimated $1.29M.
WMS Partners first reported a position in Tesla in Q3 2013 and held it in 43 quarters.
WMS Partners's Tesla position peaked at $1.73M in Q3 2021.
3,564 funds tracked by Wall St. Rank held Tesla as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.