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Brophy Wealth Management’s Tesla TSLA Stock Holding History

Brophy 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 		$1.13M Buy
+4,302
New +$981K 0.4% 58

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Brophy Wealth Management opened a new position in Tesla (TSLA) in Q3 2024: 4,302 shares worth $1.13M. The stake represents 0.4% of the portfolio and ranks #58 among its holdings.

3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Brophy Wealth Management held 4,302 shares of Tesla worth $1.13M as of Q3 2024.
  • Tesla was a new Brophy Wealth Management position in Q3 2024.
  • Tesla made up 0.4% of Brophy Wealth Management's portfolio in Q3 2024, its #58 holding.
  • 3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.