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Avitas Wealth Management’s Tesla TSLA Stock Holding History

Avitas 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
Q4 		$15.4M Sell
38,170
-664
-2% -$214K 2.13% 8
2024
Q3 		$10.2M Sell
38,834
-1,051
-3% -$240K 1.43% 14
2024
Q2 		$7.89M Sell
39,885
-946
-2% -$165K 1.16% 17
2024
Q1 		$7.18M Sell
40,831
-739
-2% -$144K 1.09% 22
2023
Q4 		$10.3M Sell
41,570
-61
-0.1% -$14.5K 1.73% 11
2023
Q3 		$10.4M Sell
41,631
-1,039
-2% -$267K 1.98% 9
2023
Q2 		$11.2M Sell
42,670
-683
-2% -$137K 2.02% 9
2023
Q1 		$8.99M Sell
43,353
-618
-1% -$108K 1.76% 9
2022
Q4 		$5.42M Buy
43,971
+23,979
+120% +$4.54M 1.14% 24
2022
Q3 		$5.3M Sell
19,992
-321
-2% -$89.6K 1.21% 21
2022
Q2 		$4.56M Sell
20,313
-13,806
-40% -$3.77M 1% 24
2022
Q1 		$12.3M Buy
34,119
+8,079
+31% +$2.52M 2.21% 6
2021
Q4 		$9.17M Buy
26,040
+7,173
+38% +$2.41M 1.54% 9
2021
Q3 		$4.88M Sell
18,867
-45
-0.2% -$10.6K 0.89% 33
2021
Q2 		$4.29M Buy
18,912
+2,994
+19% +$650K 0.76% 43
2021
Q1 		$3.54M Sell
15,918
-6,315
-28% -$1.59M 0.69% 48
2020
Q4 		$5.23M Buy
22,233
+5,187
+30% +$885K 1.06% 17
2020
Q3 		$2.44M Buy
17,046
+10,266
+151% +$1.21M 0.68% 48
2020
Q2 		$488K Sell
6,780
-3,705
-35% -$200K 0.16% 133
2020
Q1 		$366K Sell
10,485
-13,425
-56% -$557K 0.17% 111
2019
Q4 		$667K Sell
23,910
-60
-0.3% -$1.3K 0.17% 129
2019
Q3 		$385K Sell
23,970
-28,245
-54% -$442K 0.11% 152
2019
Q2 		$778K Buy
52,215
+23,520
+82% +$366K 0.22% 120
2019
Q1 		$535K Sell
28,695
-1,740
-6% -$34.9K 0.16% 136
2018
Q4 		$675K Sell
30,435
-3,840
-11% -$82.6K 0.22% 114
2018
Q3 		$605K Buy
34,275
+13,635
+66% +$284K 0.17% 138
2018
Q2 		$472K Buy
+20,640
New +$419K 0.15% 144

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's TSLA Position: Q4 2024 in Review

Avitas Wealth Management reduced its Tesla (TSLA) stake by 1.7% in Q4 2024, selling an estimated $214K and leaving 38,170 shares worth $15.4M. The position accounts for 2.13% of the portfolio, ranked #8.

Avitas Wealth Management first reported a position in TSLA in Q2 2018 and has held it in 27 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Avitas Wealth Management held 38,170 shares of Tesla worth $15.4M as of Q4 2024.
  • Avitas Wealth Management sold 664 Tesla shares in Q4 2024, an estimated $214K.
  • Tesla made up 2.13% of Avitas Wealth Management's portfolio in Q4 2024, its #8 holding.
  • Avitas Wealth Management first reported a position in Tesla in Q2 2018 and has held it in 27 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.