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Coulter & Justus Financial Services’s Tesla TSLA Stock Holding History

Coulter & Justus Financial Services’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
Q1 		$5.84M Buy
+33,230
New +$6.49M 1.3% 30
2022
Q2 		– Sell
-1,224
Closed -$440K – 55
2022
Q1 		$440K Buy
+1,224
New +$381K 0.15% 12

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coulter & Justus Financial Services's TSLA Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Tesla (TSLA) in Q1 2024: 33,230 shares worth $5.84M. The stake represents 1.3% of the portfolio and ranks #30 among its holdings. This is a return to the name: Coulter & Justus Financial Services previously reported a position in TSLA as recently as Q1 2022.

Coulter & Justus Financial Services first reported a position in TSLA in Q1 2022 and has held it in 2 quarters since. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

  • Coulter & Justus Financial Services held 33,230 shares of Tesla worth $5.84M as of Q1 2024.
  • Tesla was a new Coulter & Justus Financial Services position in Q1 2024.
  • Tesla made up 1.3% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #30 holding.
  • Coulter & Justus Financial Services first reported a position in Tesla in Q1 2022 and has held it in 2 quarters since.
  • 2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.