Alterity Financial Group’s Tesla TSLA Stock Holding History

Alterity Financial Group’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
2023 Q4	$980K	Sell	3,945 -102	-3%	-$24.2K	1.4%	21
2023 Q3	$1.01M	Sell	4,047 -23	-0.6%	-$5.91K	1.6%	18
2023 Q2	$1.07M	Sell	4,070 -2,180	-35%	-$436K	1.54%	19
2023 Q1	$1.3M	Sell	6,250 -86	-1%	-$15K	1.9%	18
2022 Q4	$780K	Sell	6,336 -232	-4%	-$43.9K	1.26%	24
2022 Q3	$1.74M	Buy	6,568 +49	+0.8%	+$13.7K	2.82%	6
2022 Q2	$1.46M	Buy	+6,519	New	+$1.78M	2.18%	12
2021 Q4	$2.37M	Buy	+6,720	New	+$2.25M	2.53%	9
2021 Q1	$2.3M	Buy	+6,405	New	+$1.61M	2.78%	8

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Alterity Financial Group's TSLA Position: Q4 2023 in Review

Alterity Financial Group reduced its Tesla (TSLA) stake by 2.5% in Q4 2023, selling an estimated $24.2K and leaving 3,945 shares worth $980K. The position accounts for 1.4% of the portfolio, ranked #21.

Alterity Financial Group first reported a position in TSLA in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.37M in Q4 2021. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Alterity Financial Group held 3,945 shares of Tesla worth $980K as of Q4 2023.
Alterity Financial Group sold 102 Tesla shares in Q4 2023, an estimated $24.2K.
Tesla made up 1.4% of Alterity Financial Group's portfolio in Q4 2023, its #21 holding.
Alterity Financial Group first reported a position in Tesla in Q1 2021 and has held it in 9 quarters since.
Alterity Financial Group's Tesla position peaked at $2.37M in Q4 2021.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.