Avaii Wealth Management LLC Trims Stake in Tesla, Inc. $TSLA

Avaii Wealth Management LLC decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA) by 10.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 25,223 shares of the electric vehicle producer’s stock after selling 2,979 shares during the quarter. Tesla comprises approximately 4.1% of Avaii Wealth Management LLC’s investment portfolio, making the stock its 4th largest position. Avaii Wealth Management LLC’s holdings in Tesla were worth $11,343,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Narwhal Capital Management lifted its holdings in shares of Tesla by 32.8% in the 3rd quarter. Narwhal Capital Management now owns 9,516 shares of the electric vehicle producer’s stock worth $4,232,000 after purchasing an additional 2,350 shares in the last quarter. Gamco Investors INC. ET AL increased its stake in Tesla by 29.6% during the 3rd quarter. Gamco Investors INC. ET AL now owns 32,576 shares of the electric vehicle producer’s stock valued at $14,487,000 after purchasing an additional 7,446 shares in the last quarter. Norges Bank acquired a new position in Tesla during the second quarter worth $11,839,824,000. China Universal Asset Management Co. Ltd. lifted its stake in shares of Tesla by 8.8% in the third quarter. China Universal Asset Management Co. Ltd. now owns 48,504 shares of the electric vehicle producer’s stock valued at $21,571,000 after buying an additional 3,935 shares in the last quarter. Finally, Ashton Thomas Private Wealth LLC grew its holdings in shares of Tesla by 26.0% during the third quarter. Ashton Thomas Private Wealth LLC now owns 18,032 shares of the electric vehicle producer’s stock valued at $8,019,000 after buying an additional 3,724 shares during the last quarter. Institutional investors and hedge funds own 66.20% of the company’s stock.

Tesla Trading Down 2.8%

Shares of Tesla stock opened at $361.83 on Friday. The firm has a market cap of $1.36 trillion, a PE ratio of 335.03, a P/E/G ratio of 11.01 and a beta of 1.89. Tesla, Inc. has a 1 year low of $214.25 and a 1 year high of $498.83. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77. The stock has a fifty day moving average price of $408.20 and a 200-day moving average price of $427.78.

Tesla (NASDAQ:TSLA) last issued its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share for the quarter, topping analysts’ consensus estimates of $0.45 by $0.05. Tesla had a net margin of 4.00% and a return on equity of 4.86%. The company had revenue of $24.90 billion for the quarter, compared to the consensus estimate of $24.75 billion. During the same period in the previous year, the firm earned $0.73 EPS. The firm’s quarterly revenue was down 3.1% on a year-over-year basis. Equities research analysts anticipate that Tesla, Inc. will post 2.56 EPS for the current year.

Analyst Upgrades and Downgrades

TSLA has been the subject of several recent research reports. Mizuho set a $540.00 target price on shares of Tesla and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Tigress Financial started coverage on Tesla in a report on Thursday, February 12th. They set a “buy” rating and a $550.00 price objective for the company. Needham & Company LLC reissued a “hold” rating on shares of Tesla in a research note on Thursday, January 29th. Canaccord Genuity Group set a $520.00 target price on Tesla in a report on Thursday, January 29th. Finally, Barclays reiterated a “neutral” rating on shares of Tesla in a report on Wednesday, March 4th. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and nine have issued a Sell rating to the company. According to MarketBeat.com, Tesla currently has an average rating of “Hold” and a consensus target price of $406.84.

Insider Buying and Selling at Tesla

In related news, Director James R. Murdoch sold 60,000 shares of Tesla stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $445.40, for a total value of $26,724,000.00. Following the sale, the director owned 577,031 shares of the company’s stock, valued at approximately $257,009,607.40. The trade was a 9.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Kathleen Wilson-Thompson sold 25,731 shares of the stock in a transaction on Wednesday, February 25th. The shares were sold at an average price of $415.56, for a total value of $10,692,774.36. Following the transaction, the director directly owned 19,669 shares of the company’s stock, valued at approximately $8,173,649.64. This trade represents a 56.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 87,995 shares of company stock worth $38,315,650 over the last three months. 19.90% of the stock is currently owned by insiders.

Key Headlines Impacting Tesla

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Wedbush reaffirmed an “outperform” rating and keeps a $600 price target on TSLA, giving bulls a high‑conviction upside case that supports long‑term holders. Wedbush $600 PT
• Positive Sentiment: Some data suggest Tesla is relatively resilient within a weak EV market — one headline calls Tesla a “big winner” amid a steep 28% U.S. EV sales slump, which could mean share gains if Tesla maintains share vs. peers. Tesla winner in EV slump
• Neutral Sentiment: Analysts and strategists note deliveries will be the key catalyst next week — Gene Munster says delivery figures could move broader equities, so TSLA may swing sharply on the print. Gene Munster on deliveries
• Neutral Sentiment: Market participants are watching Tesla’s Q1 delivery release scheduled for April 2 as the near‑term event that will likely determine whether the stock stabilizes or sells off further. Mark calendars for April 2
• Negative Sentiment: Delivery fears and downward revisions are pressuring the stock: Tesla‑published and independent consensus for Q1 deliveries sits near ~365k and Tesla recently trimmed its 2026 delivery outlook to ~1.69M, prompting analyst cuts and delta‑sized positioning. Q1 delivery consensus Tesla cuts 2026 delivery outlook
• Negative Sentiment: Macro and geopolitical risk (Iran war → rising oil) have knocked broader tech and auto stocks lower; headlines pushing oil toward $100 are creating rate/inflation fear that amplifies selling in TSLA. Oil near $100, markets slide Tech stocks suffer worst week
• Negative Sentiment: Competitive pressure in China and Canada (BYD expansion and record orders) plus weakening brand perception and higher EV prices/borrowing costs are weighing on demand expectations for Tesla. BYD moving into Canada

Tesla Company Profile

Tesla, Inc (NASDAQ: TSLA) is an American company that designs, manufactures and sells electric vehicles, energy generation and energy storage products. Founded in 2003 by Martin Eberhard and Marc Tarpenning, Tesla grew into a vertically integrated mobility and clean‑energy company with Elon Musk serving as its chief executive officer. The company’s stated mission is to accelerate the world’s transition to sustainable energy, reflected in its combined focus on electric drivetrains, battery technology, renewable energy products and software.

Tesla’s automotive business includes a lineup of battery‑electric vehicles and related services.