Aspire Wealth Management’s Tesla TSLA Stock Holding History

Aspire 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	$1.03M	Buy	3,924 +113	+3%	+$25.8K	0.55%	40
2024 Q2	$754K	Sell	3,811 -125	-3%	-$21.8K	0.43%	45
2024 Q1	$692K	Buy	3,936 +165	+4%	+$32.2K	0.42%	50
2023 Q4	$937K	Buy	3,771 +31	+0.8%	+$7.37K	0.64%	33
2023 Q3	$936K	Buy	3,740 +10	+0.3%	+$2.57K	0.71%	33
2023 Q2	$976K	Buy	3,730 +4	+0.1%	+$800	0.74%	29
2023 Q1	$773K	Buy	3,726 +123	+3%	+$21.5K	0.63%	38
2022 Q4	$444K	Buy	3,603 +371	+11%	+$70.2K	0.39%	46
2022 Q3	$857K	Buy	3,232 +4	+0.1%	+$1.12K	0.81%	31
2022 Q2	$725K	Buy	3,228 +66	+2%	+$18K	0.67%	33
2022 Q1	$1.14M	Buy	3,162 +3	+0.1%	+$934	0.9%	25
2021 Q4	$1.11M	Buy	+3,159	New	+$1.06M	0.9%	27

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

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

Aspire Wealth Management increased its Tesla (TSLA) stake by 3% in Q3 2024, buying an estimated $25.8K and bringing the position to 3,924 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #40.

Aspire Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.14M in Q1 2022. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Aspire Wealth Management held 3,924 shares of Tesla worth $1.03M as of Q3 2024.
Aspire Wealth Management bought 113 Tesla shares in Q3 2024, an estimated $25.8K.
Tesla made up 0.55% of Aspire Wealth Management's portfolio in Q3 2024, its #40 holding.
Aspire Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Tesla position peaked at $1.14M in Q1 2022.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.