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Custom Portfolio Group’s Tesla TSLA Stock Holding History

Custom Portfolio Group’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
Q2 		$134K Hold
675
– – 0.11% 61
2024
Q1 		$119K Sell
675
-75
-10% -$14.7K 0.1% 65
2023
Q4 		$186K Buy
+750
New +$178K 0.17% 42

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Custom Portfolio Group's TSLA Position: Q2 2024 in Review

Custom Portfolio Group held its Tesla (TSLA) position steady in Q2 2024 at 675 shares worth $134K. The position accounts for 0.11% of the portfolio, ranked #61.

Custom Portfolio Group first reported a position in TSLA in Q4 2023 and has held it in 3 quarters since. The position peaked at $186K in Q4 2023. 2,964 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

  • Custom Portfolio Group held 675 shares of Tesla worth $134K as of Q2 2024.
  • Custom Portfolio Group left its Tesla share count unchanged in Q2 2024.
  • Tesla made up 0.11% of Custom Portfolio Group's portfolio in Q2 2024, its #61 holding.
  • Custom Portfolio Group first reported a position in Tesla in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Tesla position peaked at $186K in Q4 2023.
  • 2,964 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.