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Zynergy Retirement Planning’s Tesla TSLA Stock Holding History

Zynergy Retirement Planning’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
Q2 		– Sell
-90
Closed -$36.3K – 98
2025
Q1 		$36.3K Hold
90
– – 0.03% 53
2024
Q4 		$23.5K Hold
90
– – 0.02% 56
2024
Q3 		$23.5K Hold
90
– – 0.02% 56
2024
Q2 		$17.8K Buy
+90
New +$15.7K 0.01% 72

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zynergy Retirement Planning's TSLA Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Tesla (TSLA) in Q2 2025, closing a stake of 90 shares — an estimated $36.3K sold.

Zynergy Retirement Planning first reported a position in TSLA in Q2 2024 and held it in 4 quarters. The position peaked at $36.3K in Q1 2025. 3,726 funds tracked by Wall St. Rank hold TSLA as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Tesla position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 90 Tesla shares in Q2 2025, an estimated $36.3K.
  • Zynergy Retirement Planning first reported a position in Tesla in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Tesla position peaked at $36.3K in Q1 2025.
  • 3,726 funds tracked by Wall St. Rank held Tesla as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.