Edmonds Duncan Registered Investment Advisors’s Tesla TSLA Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 Q3	$775K	Buy	2,963 +52	+2%	+$11.9K	0.17%	63
2024 Q2	$576K	Buy	2,911 +3	+0.1%	+$524	0.14%	68
2024 Q1	$511K	Hold	2,908	–	–	0.13%	72
2023 Q4	$723K	Hold	2,908	–	–	0.19%	58
2023 Q3	$728K	Hold	2,908	–	–	0.2%	61
2023 Q2	$761K	Hold	2,908	–	–	0.23%	57
2023 Q1	$603K	Hold	2,908	–	–	0.19%	65
2022 Q4	$358K	Buy	2,908 +22	+0.8%	+$4.17K	0.12%	88
2022 Q3	$766K	Hold	2,886	–	–	0.27%	58
2022 Q2	$648K	Hold	2,886	–	–	0.22%	65
2022 Q1	$1.04M	Hold	2,886	–	–	0.3%	58
2021 Q4	$958K	Buy	2,886 +60	+2%	+$20.1K	0.25%	60
2021 Q3	$731K	Hold	2,826	–	–	0.22%	68
2021 Q2	$640K	Hold	2,826	–	–	0.2%	76
2021 Q1	$629K	Hold	2,826	–	–	0.21%	70
2020 Q4	$742K	Sell	2,826 -9	-0.3%	-$1.54K	0.25%	67
2020 Q3	$405K	Hold	2,835	–	–	0.17%	74
2020 Q2	$204K	Buy	+2,835	New	+$153K	0.09%	101

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Edmonds Duncan Registered Investment Advisors's TSLA Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Tesla (TSLA) stake by 1.8% in Q3 2024, buying an estimated $11.9K and bringing the position to 2,963 shares worth $775K. The position accounts for 0.17% of the portfolio, ranked #63.

Edmonds Duncan Registered Investment Advisors first reported a position in TSLA in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2022. 3,182 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Edmonds Duncan Registered Investment Advisors held 2,963 shares of Tesla worth $775K as of Q3 2024.
Edmonds Duncan Registered Investment Advisors bought 52 Tesla shares in Q3 2024, an estimated $11.9K.
Tesla made up 0.17% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #63 holding.
Edmonds Duncan Registered Investment Advisors first reported a position in Tesla in Q2 2020 and has held it in 18 quarters since.
Edmonds Duncan Registered Investment Advisors's Tesla position peaked at $1.04M in Q1 2022.
3,182 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.