San Luis Wealth Advisors LLC Trims Position in Tesla, Inc. $TSLA

Key Points

• San Luis Wealth Advisors trimmed its Tesla holding by 7.0% in Q4, selling 1,669 shares and retaining 22,101 shares worth about $9.94 million, which is roughly 1.7% of its portfolio and its 15th largest position.
• Significant insider selling has occurred recently: Director Kathleen Wilson‑Thompson sold 25,809 shares (~$9.27M) and CFO Vaibhav Taneja sold 2,264 shares (~$898.9K), with insiders offloading 53,804 shares (~$20.9M) in the last three months while owning 19.9% of the stock.
• Investor sentiment is mixed: positive catalysts include UBS's upgrade, Tesla’s AI5 chip tape‑out, Spring software/FSD updates and Dutch FSD approval, but near‑term risks remain from upcoming earnings, competitive pressure in robotics/autonomy and safety/regulatory concerns.

San Luis Wealth Advisors LLC decreased its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,101 shares of the electric vehicle producer's stock after selling 1,669 shares during the quarter. Tesla comprises approximately 1.7% of San Luis Wealth Advisors LLC's portfolio, making the stock its 15th biggest position. San Luis Wealth Advisors LLC's holdings in Tesla were worth $9,939,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Relyea Zuckerberg Hanson LLC lifted its position in shares of Tesla by 0.4% in the 3rd quarter. Relyea Zuckerberg Hanson LLC now owns 6,558 shares of the electric vehicle producer's stock worth $2,916,000 after purchasing an additional 23 shares during the period. Equita Financial Network Inc. raised its stake in Tesla by 2.8% in the third quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock worth $380,000 after buying an additional 23 shares in the last quarter. VanderPol Investments L.L.C. lifted its holdings in Tesla by 2.2% in the third quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer's stock worth $464,000 after buying an additional 23 shares during the period. Resonant Capital Advisors LLC boosted its position in Tesla by 0.3% during the 3rd quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer's stock valued at $3,814,000 after acquiring an additional 23 shares in the last quarter. Finally, Cloud Capital Management LLC grew its holdings in shares of Tesla by 1.1% during the 3rd quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock worth $923,000 after acquiring an additional 23 shares during the period. 66.20% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Tesla

In other Tesla news, Director Kathleen Wilson-Thompson sold 25,809 shares of the business's stock in a transaction dated Monday, March 30th. The stock was sold at an average price of $359.33, for a total value of $9,273,947.97. Following the completion of the transaction, the director owned 33,860 shares of the company's stock, valued at approximately $12,166,913.80. The trade was a 43.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Vaibhav Taneja sold 2,264 shares of the firm's stock in a transaction dated Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the sale, the chief financial officer directly owned 18,106 shares in the company, valued at approximately $7,188,625.18. The trade was a 11.11% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 53,804 shares of company stock valued at $20,865,598. 19.90% of the stock is owned by insiders.

More Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: UBS upgraded TSLA to Neutral from Sell, reframing the risk/reward and prompting short‑term buying interest as investors reprice exposure to Tesla's long‑term "physical AI" opportunity. CNBC: Tesla shares climb more than 6% after analyst upgrade, software updates
• Positive Sentiment: Elon Musk announced a tape‑out milestone for Tesla’s AI5 chip (with AI6 teased), a meaningful technical step that supports Tesla’s autonomy/robotics roadmap and lifted investor sentiment on the company's semiconductor and AI capabilities. Yahoo Finance: Tesla Tapes Out AI5 Self-Driving Chip
• Positive Sentiment: Tesla rolled out software updates (Spring Update) and new FSD engagement features like "FSD streaks" and insurance incentives tied to Safety Score v3.0 — moves that can increase FSD usage, recurring revenue and user stickiness if adoption rises. Benzinga: Tesla Launches FSD Streaks
• Positive Sentiment: Dutch regulators approved Tesla’s FSD Supervised program in Europe — a regulatory foothold that supports FSD commercialization outside the U.S. if adoption follows. Barchart: Tesla Just Scored an FSD Win in Europe
• Neutral Sentiment: TD Cowen trimmed its price target (from $519 to $490) but kept a Buy rating — a signal that analysts still see upside but expect slower near‑term progress; this tempers enthusiasm versus a clean upgrade. MarketScreener: TD Cowen adjusts price target on Tesla
• Neutral Sentiment: Notable buyers (e.g., Cathie Wood/ARK) have increased exposure, which can amplify momentum flows but also concentrates retail-driven volatility. Barchart: Cathie Wood Just Bought Nearly 80,000 Shares of Tesla
• Negative Sentiment: Investors still face near‑term risks: the April 22 earnings call should clarify Terafab capex, margin headwinds and delivery/mix trends — any disappointment could reverse gains. Blockonomi: 3 Critical Issues Investors Must Watch on April 22
• Negative Sentiment: Rivalry in robotics and autonomy is heating up (Unitree, BYD and others), increasing competitive risk to Tesla’s Optimus/robotaxi ambitions and potentially pressuring timelines and margins. Financial Post: Tesla’s Chinese robot rival ramps up global push
• Negative Sentiment: Operational/safety headlines persist: reports of another near‑miss under supervised FSD remind investors that adoption and regulatory/legal risk remain unresolved. TipRanks: Near-miss for FSD supervised

Tesla Price Performance

Shares of NASDAQ TSLA opened at $391.95 on Thursday. The company has a 50 day moving average of $390.09 and a 200 day moving average of $423.42. 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 $222.79 and a twelve month high of $498.83. The firm has a market cap of $1.47 trillion, a P/E ratio of 362.92, a PEG ratio of 11.32 and a beta of 1.91.

Tesla (NASDAQ:TSLA - Get Free Report) last posted its earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 EPS for the quarter, topping analysts' consensus estimates of $0.45 by $0.05. The business had revenue of $24.90 billion during the quarter, compared to analyst estimates of $24.75 billion. Tesla had a return on equity of 4.86% and a net margin of 4.00%.The company's quarterly revenue was down 3.1% compared to the same quarter last year. During the same quarter last year, the company earned $0.73 EPS. As a group, research analysts expect that Tesla, Inc. will post 2.56 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms recently weighed in on TSLA. Tigress Financial began coverage on Tesla in a research report on Thursday, February 12th. They set a "buy" rating and a $550.00 price target on the stock. BNP Paribas Exane lowered their price objective on Tesla from $313.00 to $280.00 and set an "underperform" rating for the company in a research report on Monday, March 2nd. William Blair reaffirmed a "market perform" rating on shares of Tesla in a research report on Friday, January 2nd. Wedbush reissued an "outperform" rating and set a $600.00 price objective on shares of Tesla in a research note on Friday, March 27th. Finally, JPMorgan Chase & Co. restated a "sell" rating on shares of Tesla in a report on Tuesday, April 7th. Nineteen equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and nine have given a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $398.61.

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.

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