Avaii Wealth Management LLC Has $11.34 Million Stock Holdings in Tesla, Inc. $TSLA

Key Points

• Avaii Wealth Management cut its Tesla stake by 10.6% in Q4 to 25,223 shares worth $11.343 million, making TSLA roughly 4.1% of the firm's portfolio and its fourth-largest holding.
• Tesla beat Q4 estimates with EPS of $0.50 versus $0.45 and revenue of $24.90B, though revenue was down 3.1% year-over-year; the company has a market cap of $1.36 trillion and a P/E near 335.
• Key near-term risks include a Q1 delivery report on April 2 and a trimmed 2026 delivery outlook (~1.69M) that has spurred analyst cuts, while insiders sold about 87,995 shares (~$38.3M) recently and the consensus rating is "Hold" with an average target of $406.84.

Avaii Wealth Management LLC cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 10.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,223 shares of the electric vehicle producer's stock after selling 2,979 shares during the period. Tesla makes up approximately 4.1% of Avaii Wealth Management LLC's investment portfolio, making the stock its 4th largest holding. Avaii Wealth Management LLC's holdings in Tesla were worth $11,343,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Chapman Financial Group LLC acquired a new position in Tesla in the 2nd quarter valued at $26,000. Manning & Napier Advisors LLC acquired a new stake in shares of Tesla during the third quarter worth $29,000. CoreFirst Bank & Trust bought a new stake in shares of Tesla in the second quarter valued at about $30,000. Turning Point Benefit Group Inc. acquired a new position in shares of Tesla in the third quarter valued at about $30,000. Finally, Texas Capital Bancshares Inc TX acquired a new position in shares of Tesla in the third quarter valued at about $31,000. 66.20% of the stock is owned by institutional investors and hedge funds.

Tesla Price Performance

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

Tesla (NASDAQ:TSLA - Get Free Report) last released its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.45 by $0.05. The firm had revenue of $24.90 billion for the quarter, compared to analysts' expectations of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The business's revenue for the quarter was down 3.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.73 earnings per share. On average, sell-side analysts forecast that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

Insider Activity at Tesla

In related news, Director Kathleen Wilson-Thompson sold 25,731 shares of the firm's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $415.56, for a total transaction of $10,692,774.36. Following the sale, the director owned 19,669 shares of the company's stock, valued at $8,173,649.64. This trade represents a 56.68% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Vaibhav Taneja sold 2,264 shares of the business's stock in a transaction on Friday, March 6th. The stock was sold at an average price of $397.03, for a total value of $898,875.92. Following the sale, the chief financial officer owned 18,106 shares in the company, valued at $7,188,625.18. This represents a 11.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 87,995 shares of company stock valued at $38,315,650 in the last 90 days. 19.90% of the stock is owned by corporate 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

Analyst Ratings Changes

Several brokerages have weighed in on TSLA. DZ Bank reiterated a "sell" rating on shares of Tesla in a research note on Thursday, January 29th. New Street Research raised their target price on shares of Tesla from $520.00 to $600.00 and gave the stock a "buy" rating in a report on Tuesday, January 6th. Phillip Securities dropped their price target on shares of Tesla from $220.00 to $215.00 and set a "sell" rating for the company in a research report on Monday, February 2nd. BNP Paribas Exane reduced their price target on Tesla from $313.00 to $280.00 and set an "underperform" rating on the stock in a research report on Monday, March 2nd. Finally, Benchmark restated a "buy" rating on shares of Tesla in a research note on Wednesday, February 11th. Nineteen research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and nine have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $406.84.

About Tesla

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.

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