Venturi Wealth Management LLC Increases Position in Tesla, Inc. $TSLA

Key Points

• Venturi Wealth Management LLC raised its Tesla stake 13.2% in Q4, adding 2,568 shares to hold 21,999 shares valued at about $9.893 million.
• Significant insider selling: Director Kathleen Wilson‑Thompson sold 25,809 shares (~$9.27M) and CFO Vaibhav Taneja sold 2,264 shares, with insiders offloading 53,804 shares (~$20.87M) in the past 90 days while owning 19.90% of the company.
• Mixed outlook and near‑term catalyst: Tesla secured Dutch approval for its driver‑assist system and saw a Germany demand pickup, but missed Q1 delivery expectations and faced China retail weakness; analysts maintain a consensus "Hold" with an average target of $400 and Q1 earnings on April 22 as the next major catalyst.

Venturi Wealth Management LLC lifted its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 13.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 21,999 shares of the electric vehicle producer's stock after buying an additional 2,568 shares during the period. Venturi Wealth Management LLC's holdings in Tesla were worth $9,893,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Relyea Zuckerberg Hanson LLC raised its holdings 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 holdings in shares of Tesla by 2.8% in the 3rd quarter. Equita Financial Network Inc. now owns 855 shares of the electric vehicle producer's stock worth $380,000 after purchasing an additional 23 shares during the period. VanderPol Investments L.L.C. raised its holdings in shares of Tesla by 2.2% in the 3rd quarter. VanderPol Investments L.L.C. now owns 1,070 shares of the electric vehicle producer's stock worth $464,000 after purchasing an additional 23 shares during the period. Resonant Capital Advisors LLC raised its holdings in shares of Tesla by 0.3% in the 3rd quarter. Resonant Capital Advisors LLC now owns 8,577 shares of the electric vehicle producer's stock worth $3,814,000 after purchasing an additional 23 shares during the period. Finally, Cloud Capital Management LLC raised its holdings in shares of Tesla by 1.1% in the 3rd quarter. Cloud Capital Management LLC now owns 2,076 shares of the electric vehicle producer's stock worth $923,000 after purchasing an additional 23 shares during the period. Hedge funds and other institutional investors own 66.20% of the company's stock.

Insider Buying and Selling

In other Tesla news, Director Kathleen Wilson-Thompson sold 25,809 shares of the firm's stock in a transaction that occurred on Monday, March 30th. The shares were sold at an average price of $359.33, for a total transaction 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. This trade represents a 43.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Vaibhav Taneja sold 2,264 shares of the firm's stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $397.03, for a total transaction of $898,875.92. Following the transaction, the chief financial officer directly owned 18,106 shares of the company's stock, 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 53,804 shares of company stock valued at $20,865,598 in the last ninety days. Insiders own 19.90% of the company's stock.

More Tesla News

Here are the key news stories impacting Tesla this week:

• Positive Sentiment: Dutch regulators approved Tesla’s driver‑assistance system for supervised use on highways and city streets in the Netherlands — a first regulatory sign‑off in Europe that supports Tesla’s autonomy narrative and EU expansion plans. Tesla's self-driving software gets Dutch go-ahead
• Positive Sentiment: Germany registrations surged ~315% year‑over‑year in March (record 9,252 units), signaling demand recovery in Europe’s largest auto market that could help offset other regional weakness. What Drove Tesla Germany's 315% Y/Y Surge in March Registrations?
• Positive Sentiment: Large institutional buying from ARK Invest / Cathie Wood continues during the pullback, providing a retail/institutional demand floor that can reduce downside volatility. Cathie Wood Doubles Down on Tesla
• Neutral Sentiment: Tesla is reportedly developing a smaller, lower‑cost compact SUV — a potential volume driver over time but one that may pressure margins if executed. Investors view this as a strategic shift that could help long‑term growth but adds execution risk. Tesla's lower-cost EV plan seen boosting volume, risking margins
• Neutral Sentiment: Upcoming Q1 earnings (April 22) are the next major catalyst — results and management commentary on deliveries, margins, energy, and autonomy progress will likely drive near‑term moves. Tesla Earnings Preview
• Neutral Sentiment: Retail investors are buying the dip according to some data vendors — this can create short-lived support but may not offset institutional selling if fundamentals disappoint. Vanda Research Says Retail Investors are Buying the Tesla Stock Dip
• Negative Sentiment: Tesla missed Q1 delivery and production expectations (deliveries ~358K vs. est. ~365.6K; production also below forecasts), creating inventory/backlog concerns that are pressuring sentiment. Tesla stock slips as delivery miss and risks weigh on sentiment
• Negative Sentiment: China retail sales declined (~16% in Q1) despite wholesale increases, highlighting regional demand divergence and a potential headwind to global volumes. Tesla's China Retail Sales Decline 16% In Q1
• Negative Sentiment: Analyst skepticism is rising — JPMorgan reiterated a Sell and other firms (including GLJ Research) have flagged dramatic downside; mixed analyst views increase volatility and can amplify downward moves. JPMorgan Reiterates Sell Rating for Tesla
• Negative Sentiment: Technical damage (recent “death cross,” multi‑week losing streak) and rising competition in autonomy/robotaxi space are eroding momentum; absent strong earnings or autonomy progress, further downside is possible. Tesla’s ‘Death Cross’ Flashed Again

Analyst Ratings Changes

A number of equities research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Tesla from $480.00 to $465.00 and set a "buy" rating on the stock in a report on Thursday. Robert W. Baird lowered their price target on shares of Tesla from $548.00 to $538.00 and set an "outperform" rating on the stock in a report on Thursday, April 2nd. Piper Sandler reaffirmed an "overweight" rating on shares of Tesla in a report on Thursday, January 29th. DZ Bank reaffirmed a "sell" rating on shares of Tesla in a report on Thursday, January 29th. Finally, Barclays reaffirmed 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 issued a Hold rating and ten have issued a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $400.01.

Tesla Trading Up 0.9%

Shares of TSLA stock opened at $348.79 on Friday. The company's fifty day simple moving average is $392.91 and its two-hundred day simple moving average is $424.82. The stock has a market capitalization of $1.31 trillion, a price-to-earnings ratio of 322.95, a PEG ratio of 10.44 and a beta of 1.91. The company has a debt-to-equity ratio of 0.08, a current ratio of 2.16 and a quick ratio of 1.77. Tesla, Inc. has a 1 year low of $222.79 and a 1 year high of $498.83.

Tesla (NASDAQ:TSLA - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The electric vehicle producer reported $0.50 earnings per share (EPS) 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 during the quarter, compared to the consensus estimate of $24.75 billion. During the same period in the prior year, the firm earned $0.73 earnings per share. Tesla's revenue was down 3.1% on a year-over-year basis. As a group, analysts anticipate that Tesla, Inc. will post 2.56 earnings per share for the current year.

Tesla 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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