Cassady Schiller Wealth Management’s Tesla TSLA Stock Holding History

Cassady Schiller 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	$321K	Buy	794 +192	+32%	+$61.8K	0.12%	86
2024 Q3	$158K	Buy	602 +66	+12%	+$15.1K	0.06%	134
2024 Q2	$106K	Hold	536	–	–	0.04%	153
2024 Q1	$94.2K	Buy	536 +60	+13%	+$11.7K	0.04%	158
2023 Q4	$118K	Hold	476	–	–	0.06%	138
2023 Q3	$119K	Hold	476	–	–	0.07%	134
2023 Q2	$125K	Sell	476 -165	-26%	-$33K	0.07%	132
2023 Q1	$133K	Hold	641	–	–	0.06%	128
2022 Q4	$79K	Sell	641 -277	-30%	-$52.4K	0.05%	156
2022 Q3	$243K	Buy	+918	New	+$256K	0.14%	90
2022 Q1	–	Sell	-465	Closed	-$164K	–	560
2021 Q4	$164K	Buy	+465	New	+$156K	0.1%	108

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

Cassady Schiller Wealth Management's TSLA Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Tesla (TSLA) stake by 32% in Q4 2024, buying an estimated $61.8K and bringing the position to 794 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #86.

Cassady Schiller Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 11 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Cassady Schiller Wealth Management held 794 shares of Tesla worth $321K as of Q4 2024.
Cassady Schiller Wealth Management bought 192 Tesla shares in Q4 2024, an estimated $61.8K.
Tesla made up 0.12% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #86 holding.
Cassady Schiller Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 11 quarters since.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.