Bison Wealth’s Tesla TSLA Stock Holding History

Bison Wealth’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	-800	Closed	-$24.1K	–	428
2024 Q3	$24.1K	Buy	800 +600	+300%	+$137K	﹤0.01%	416
2024 Q2	$5.47K	Hold	200	–	–	﹤0.01%	418
2024 Q1	$5.47K	Buy	+200	New	+$39.1K	﹤0.01%	420

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

Bison Wealth's TSLA Position: Q4 2024 in Review

Bison Wealth increased its Tesla (TSLA) stake by 73% in Q4 2024, buying an estimated $1.4M and bringing the position to 10,368 shares worth $4.19M. The position accounts for 0.92% of the portfolio, ranked #25.

Bison Wealth first reported a position in TSLA in Q2 2020 and has held it in 19 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Bison Wealth held 10,368 shares of Tesla worth $4.19M as of Q4 2024.
Bison Wealth bought 4,358 Tesla shares in Q4 2024, an estimated $1.4M.
Tesla made up 0.92% of Bison Wealth's portfolio in Q4 2024, its #25 holding.
Bison Wealth first reported a position in Tesla in Q2 2020 and has held it in 19 quarters since.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.