Coury Firm Asset Management’s Tesla TSLA Stock Holding History

Coury Firm Asset 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
2023 Q3	$234K	Sell	936 -93	-9%	-$23.9K	0.37%	40
2023 Q2	$269K	Buy	+1,029	New	+$206K	0.39%	44
2022 Q4	–	Sell	-936	Closed	-$248K	–	49
2022 Q3	$248K	Hold	936	–	–	0.37%	38
2022 Q2	$210K	Hold	936	–	–	0.28%	46
2022 Q1	$336K	Hold	936	–	–	0.29%	44
2021 Q4	$330K	Buy	+936	New	+$314K	0.25%	43

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coury Firm Asset Management's TSLA Position: Q3 2023 in Review

Coury Firm Asset Management reduced its Tesla (TSLA) stake by 9% in Q3 2023, selling an estimated $23.9K and leaving 936 shares worth $234K. The position accounts for 0.37% of the portfolio, ranked #40.

Coury Firm Asset Management first reported a position in TSLA in Q4 2021 and has held it in 6 quarters since. The position peaked at $336K in Q1 2022. 2,931 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

Coury Firm Asset Management held 936 shares of Tesla worth $234K as of Q3 2023.
Coury Firm Asset Management sold 93 Tesla shares in Q3 2023, an estimated $23.9K.
Tesla made up 0.37% of Coury Firm Asset Management's portfolio in Q3 2023, its #40 holding.
Coury Firm Asset Management first reported a position in Tesla in Q4 2021 and has held it in 6 quarters since.
Coury Firm Asset Management's Tesla position peaked at $336K in Q1 2022.
2,931 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.