Cascade Investment Advisors’s Tesla TSLA Stock Holding History

Cascade Investment Advisors’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	–	Sell	-5,320	Closed	-$1.05M	–	119
2024 Q2	$1.05M	Hold	5,320	–	–	0.71%	73
2024 Q1	$935K	Buy	5,320 +220	+4%	+$43K	0.61%	83
2023 Q4	$1.27M	Buy	5,100 +5	+0.1%	+$1.19K	0.9%	51
2023 Q3	$1.27M	Hold	5,095	–	–	1.01%	40
2023 Q2	$1.33M	Sell	5,095 -855	-14%	-$171K	1%	41
2023 Q1	$1.23M	Buy	+5,950	New	+$1.04M	0.98%	50

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

Cascade Investment Advisors's TSLA Position: Q3 2024 in Review

Cascade Investment Advisors sold out of Tesla (TSLA) in Q3 2024, closing a stake of 5,320 shares — an estimated $1.05M sold.

Cascade Investment Advisors first reported a position in TSLA in Q1 2023 and held it in 6 quarters. The position peaked at $1.33M in Q2 2023. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Cascade Investment Advisors reported no remaining Tesla position as of Q3 2024 after selling out during the quarter.
Cascade Investment Advisors sold 5,320 Tesla shares in Q3 2024, an estimated $1.05M.
Cascade Investment Advisors first reported a position in Tesla in Q1 2023 and held it in 6 quarters.
Cascade Investment Advisors's Tesla position peaked at $1.33M in Q2 2023.
3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Cascade Investment Advisors's 13F filing for Q3 2024, filed 2 Oct 2024.