Edge Capital Group’s Tesla TSLA Stock Holding History

Edge Capital 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 Q4	$1.49M	Sell	3,691 -39	-1%	-$12.5K	0.07%	143
2024 Q3	$976K	Buy	3,730 +1,093	+41%	+$249K	0.04%	166
2024 Q2	$522K	Buy	+2,637	New	+$461K	0.03%	208
2024 Q1	–	Sell	-1,195	Closed	-$297K	–	329
2023 Q4	$297K	Buy	1,195 +181	+18%	+$43K	0.02%	254
2023 Q3	$254K	Sell	1,014 -128	-11%	-$32.9K	0.02%	251
2023 Q2	$299K	Buy	1,142 +223	+24%	+$44.6K	0.02%	261
2023 Q1	$191K	Sell	919 -283	-24%	-$49.4K	0.01%	303
2022 Q4	$148K	Buy	1,202 +684	+132%	+$130K	0.01%	307
2022 Q3	$137K	Buy	518 +68	+15%	+$19K	0.01%	293
2022 Q2	$101K	Buy	+450	New	+$123K	0.01%	306
2020 Q3	–	Sell	-3,180	Closed	-$229K	–	254
2020 Q2	$229K	Buy	+3,180	New	+$172K	0.02%	200

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Edge Capital Group's TSLA Position: Q4 2024 in Review

Edge Capital Group reduced its Tesla (TSLA) stake by 1% in Q4 2024, selling an estimated $12.5K and leaving 3,691 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #143.

Edge Capital Group first reported a position in TSLA in Q2 2020 and has held it in 11 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Edge Capital Group held 3,691 shares of Tesla worth $1.49M as of Q4 2024.
Edge Capital Group sold 39 Tesla shares in Q4 2024, an estimated $12.5K.
Tesla made up 0.07% of Edge Capital Group's portfolio in Q4 2024, its #143 holding.
Edge Capital Group first reported a position in Tesla in Q2 2020 and has held it in 11 quarters since.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.