CIC Wealth’s Tesla TSLA Stock Holding History

CIC 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 Q3	$958K	Sell	3,660 -26	-0.7%	-$5.93K	0.25%	76
2024 Q2	$729K	Buy	3,686 +108	+3%	+$18.9K	0.2%	82
2024 Q1	$629K	Sell	3,578 -33	-0.9%	-$6.45K	0.18%	87
2023 Q4	$897K	Buy	3,611 +30	+0.8%	+$7.13K	0.28%	72
2023 Q3	$896K	Buy	3,581 +59	+2%	+$15.2K	0.32%	63
2023 Q2	$922K	Buy	3,522 +26	+0.7%	+$5.2K	0.32%	63
2023 Q1	$725K	Buy	3,496 +373	+12%	+$65.1K	0.27%	74
2022 Q4	$385K	Buy	+3,123	New	+$591K	0.16%	102

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIC Wealth's TSLA Position: Q3 2024 in Review

CIC Wealth reduced its Tesla (TSLA) stake by 0.71% in Q3 2024, selling an estimated $5.93K and leaving 3,660 shares worth $958K. The position accounts for 0.25% of the portfolio, ranked #76.

CIC Wealth first reported a position in TSLA in Q4 2022 and has held it in 8 quarters since. 3,186 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

CIC Wealth held 3,660 shares of Tesla worth $958K as of Q3 2024.
CIC Wealth sold 26 Tesla shares in Q3 2024, an estimated $5.93K.
Tesla made up 0.25% of CIC Wealth's portfolio in Q3 2024, its #76 holding.
CIC Wealth first reported a position in Tesla in Q4 2022 and has held it in 8 quarters since.
3,186 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.