9258 Wealth Management’s Tesla TSLA Stock Holding History

9258 Wealth Management’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
2024 Q3	$1.05M	Buy	4,018 +5	+0.1%	+$1.14K	0.16%	117
2024 Q2	$794K	Sell	4,013 -947	-19%	-$166K	0.12%	137
2024 Q1	$872K	Sell	4,960 -1,205	-20%	-$235K	0.14%	138
2023 Q4	$1.53M	Buy	6,165 +69	+1%	+$16.4K	0.27%	77
2023 Q3	$1.53M	Sell	6,096 -112	-2%	-$28.8K	0.3%	70
2023 Q2	$1.63M	Buy	6,208 +24	+0.4%	+$4.8K	0.31%	64
2023 Q1	$1.28M	Buy	6,184 +840	+16%	+$147K	0.26%	80
2022 Q4	$658K	Buy	5,344 +1,114	+26%	+$211K	0.14%	135
2022 Q3	$1.12M	Buy	4,230 +84	+2%	+$23.5K	0.29%	77
2022 Q2	$931K	Buy	4,146 +384	+10%	+$105K	0.24%	101
2022 Q1	$1.35M	Buy	3,762 +627	+20%	+$195K	0.31%	69
2021 Q4	$1.1M	Buy	3,135 +948	+43%	+$318K	0.25%	91
2021 Q3	$565K	Sell	2,187 -27	-1%	-$6.36K	0.15%	150
2021 Q2	$502K	Buy	2,214 +381	+21%	+$82.7K	0.14%	166
2021 Q1	$408K	Sell	1,833 -78	-4%	-$19.6K	0.12%	183
2020 Q4	$450K	Sell	1,911 -615	-24%	-$105K	0.15%	160
2020 Q3	$327K	Buy	+2,526	New	+$298K	0.12%	190

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

9258 Wealth Management's TSLA Position: Q3 2024 in Review

9258 Wealth Management increased its Tesla (TSLA) stake by 0.12% in Q3 2024, buying an estimated $1.14K and bringing the position to 4,018 shares worth $1.05M. The position accounts for 0.16% of the portfolio, ranked #117.

9258 Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 17 quarters since. The position peaked at $1.63M in Q2 2023. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

9258 Wealth Management held 4,018 shares of Tesla worth $1.05M as of Q3 2024.
9258 Wealth Management bought 5 Tesla shares in Q3 2024, an estimated $1.14K.
Tesla made up 0.16% of 9258 Wealth Management's portfolio in Q3 2024, its #117 holding.
9258 Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 17 quarters since.
9258 Wealth Management's Tesla position peaked at $1.63M in Q2 2023.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.