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Alera Investment Advisors’s Tesla TSLA Stock Holding History

Alera Investment Advisors’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 		$2.09M Buy
7,977
+758
+11% +$173K 0.25% 52
2024
Q2 		$1.43M Buy
7,219
+4,096
+131% +$716K 0.17% 66
2024
Q1 		$549K Buy
3,123
+208
+7% +$40.6K 0.07% 110
2023
Q4 		$724K Sell
2,915
-42
-1% -$9.98K 0.09% 92
2023
Q3 		$740K Buy
2,957
+390
+15% +$100K 0.12% 78
2023
Q2 		$672K Sell
2,567
-134
-5% -$26.8K 0.14% 89
2023
Q1 		$560K Buy
2,701
+356
+15% +$62.1K 0.13% 99
2022
Q4 		$289K Sell
2,345
-499
-18% -$94.5K 0.07% 148
2022
Q3 		$754K Buy
2,844
+288
+11% +$80.4K 0.21% 60
2022
Q2 		$574K Buy
2,556
+36
+1% +$9.83K 0.16% 93
2022
Q1 		$906K Buy
+2,520
New +$785K 0.21% 65
2019
Q2 		– Sell
-1,110
Closed -$21K – 935
2019
Q1 		$21K Sell
1,110
-120
-10% -$2.41K 0.01% 289
2018
Q4 		$27K Buy
+1,230
New +$26.5K 0.02% 240

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alera Investment Advisors's TSLA Position: Q3 2024 in Review

Alera Investment Advisors increased its Tesla (TSLA) stake by 11% in Q3 2024, buying an estimated $173K and bringing the position to 7,977 shares worth $2.09M. The position accounts for 0.25% of the portfolio, ranked #52.

Alera Investment Advisors first reported a position in TSLA in Q4 2018 and has held it in 13 quarters since. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Alera Investment Advisors held 7,977 shares of Tesla worth $2.09M as of Q3 2024.
  • Alera Investment Advisors bought 758 Tesla shares in Q3 2024, an estimated $173K.
  • Tesla made up 0.25% of Alera Investment Advisors's portfolio in Q3 2024, its #52 holding.
  • Alera Investment Advisors first reported a position in Tesla in Q4 2018 and has held it in 13 quarters since.
  • 3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.