Curi Wealth Management’s Tesla TSLA Stock Holding History

Curi 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 Q1	–	Sell	-952	Closed	-$237K	–	141
2023 Q4	$237K	Sell	952 -9	-0.9%	-$2.14K	0.03%	139
2023 Q3	$240K	Buy	961 +79	+9%	+$20.3K	0.04%	134
2023 Q2	$231K	Buy	+882	New	+$176K	0.03%	157
2022 Q4	–	Sell	-1,224	Closed	-$325K	–	206
2022 Q3	$325K	Buy	1,224 +636	+108%	+$178K	0.05%	129
2022 Q2	$132K	Buy	588 +375	+176%	+$102K	0.03%	152
2022 Q1	$76K	Sell	213 -66	-24%	-$20.6K	0.01%	182
2021 Q4	$98K	Buy	+279	New	+$93.6K	0.02%	144
2021 Q1	–	Sell	-15	Closed	-$3K	–	448
2020 Q4	$3K	Buy	+15	New	+$2.56K	﹤0.01%	324

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

Curi Wealth Management's TSLA Position: Q1 2024 in Review

Curi Wealth Management sold out of Tesla (TSLA) in Q1 2024, closing a stake of 952 shares — an estimated $237K sold.

Curi Wealth Management first reported a position in TSLA in Q4 2020 and held it in 8 quarters. The position peaked at $325K in Q3 2022. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Curi Wealth Management reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 952 Tesla shares in Q1 2024, an estimated $237K.
Curi Wealth Management first reported a position in Tesla in Q4 2020 and held it in 8 quarters.
Curi Wealth Management's Tesla position peaked at $325K in Q3 2022.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.