Beach Investment Counsel’s Tesla TSLA Stock Holding History

Beach Investment Counsel’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	–	Sell	-45	Closed	-$12K	–	207
2024 Q3	$12K	Hold	45	–	–	﹤0.01%	200
2024 Q2	$9K	Buy	+45	New	+$7.87K	﹤0.01%	217
2022 Q3	–	Sell	-1,143	Closed	-$257K	–	155
2022 Q2	$257K	Sell	1,143 -831	-42%	-$227K	0.03%	140
2022 Q1	$709K	Sell	1,974 -90	-4%	-$28K	0.07%	112
2021 Q4	$727K	Sell	2,064 -321	-13%	-$108K	0.1%	93
2021 Q3	$617K	Sell	2,385 -210	-8%	-$49.4K	0.06%	120
2021 Q2	$588K	Hold	2,595	–	–	0.05%	125
2021 Q1	$578K	Hold	2,595	–	–	0.05%	115
2020 Q4	$610K	Hold	2,595	–	–	0.06%	105
2020 Q3	$371K	Buy	+2,595	New	+$306K	0.04%	113

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beach Investment Counsel's TSLA Position: Q4 2024 in Review

Beach Investment Counsel sold out of Tesla (TSLA) in Q4 2024, closing a stake of 45 shares — an estimated $12K sold.

Beach Investment Counsel first reported a position in TSLA in Q3 2020 and held it in 10 quarters. The position peaked at $727K in Q4 2021. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Beach Investment Counsel reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
Beach Investment Counsel sold 45 Tesla shares in Q4 2024, an estimated $12K.
Beach Investment Counsel first reported a position in Tesla in Q3 2020 and held it in 10 quarters.
Beach Investment Counsel's Tesla position peaked at $727K in Q4 2021.
3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Beach Investment Counsel's 13F filing for Q4 2024, filed 27 Jan 2025.