Crestone Asset Management’s Tesla TSLA Stock Holding History

Crestone 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
2024 Q1	–	Sell	-1,241	Closed	-$308K	–	114
2023 Q4	$308K	Buy	1,241 +143	+13%	+$34K	0.07%	67
2023 Q3	$275K	Buy	1,098 +24	+2%	+$6.17K	0.07%	79
2023 Q2	$281K	Hold	1,074	–	–	0.06%	59
2023 Q1	$223K	Buy	+1,074	New	+$187K	0.05%	68
2022 Q4	–	Sell	-1,074	Closed	-$285K	–	76
2022 Q3	$285K	Sell	1,074 -189	-15%	-$52.8K	0.07%	57
2022 Q2	$284K	Buy	1,263 +42	+3%	+$11.5K	0.07%	67
2022 Q1	$439K	Sell	1,221 -237	-16%	-$73.8K	0.09%	59
2021 Q4	$514K	Sell	1,458 -924	-39%	-$310K	0.1%	57
2021 Q3	$616K	Sell	2,382 -1,593	-40%	-$375K	0.13%	52
2021 Q2	$901K	Sell	3,975 -105	-3%	-$22.8K	0.19%	43
2021 Q1	$908K	Buy	4,080 +66	+2%	+$16.6K	0.24%	34
2020 Q4	$944K	Buy	4,014 +84	+2%	+$14.3K	0.25%	34
2020 Q3	$562K	Sell	3,930 -2,295	-37%	-$271K	0.18%	40
2020 Q2	$448K	Hold	6,225	–	–	0.15%	42
2020 Q1	$217K	Buy	+6,225	New	+$258K	0.09%	57

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Crestone Asset Management's TSLA Position: Q1 2024 in Review

Crestone Asset Management sold out of Tesla (TSLA) in Q1 2024, closing a stake of 1,241 shares — an estimated $308K sold.

Crestone Asset Management first reported a position in TSLA in Q1 2020 and held it in 15 quarters. The position peaked at $944K in Q4 2020. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Crestone Asset Management reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Crestone Asset Management sold 1,241 Tesla shares in Q1 2024, an estimated $308K.
Crestone Asset Management first reported a position in Tesla in Q1 2020 and held it in 15 quarters.
Crestone Asset Management's Tesla position peaked at $944K in Q4 2020.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Crestone Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.