Epic Trust Investment Advisors’s Tesla TSLA Stock Holding History

Epic Trust 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 Q2	$421K	Buy	2,127 +6	+0.3%	+$1.05K	0.46%	52
2024 Q1	$373K	Sell	2,121 -70	-3%	-$13.7K	0.46%	57
2023 Q4	$544K	Buy	2,191 +355	+19%	+$84.4K	0.73%	34
2023 Q3	$459K	Buy	1,836 +24	+1%	+$6.17K	0.72%	41
2023 Q2	$474K	Sell	1,812 -539	-23%	-$108K	0.67%	42
2023 Q1	$488K	Buy	+2,351	New	+$410K	0.59%	44
2022 Q4	–	Sell	-1,638	Closed	-$434K	–	108
2022 Q3	$434K	Buy	1,638 +150	+10%	+$41.9K	0.6%	47
2022 Q2	$334K	Buy	1,488 +18	+1%	+$4.91K	0.63%	42
2022 Q1	$528K	Sell	1,470 -27	-2%	-$8.41K	0.82%	29
2021 Q4	$527K	Buy	+1,497	New	+$502K	0.76%	30

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

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

Epic Trust Investment Advisors's TSLA Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Tesla (TSLA) stake by 0.28% in Q2 2024, buying an estimated $1.05K and bringing the position to 2,127 shares worth $421K. The position accounts for 0.46% of the portfolio, ranked #52.

Epic Trust Investment Advisors first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. The position peaked at $544K in Q4 2023. 2,959 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

Epic Trust Investment Advisors held 2,127 shares of Tesla worth $421K as of Q2 2024.
Epic Trust Investment Advisors bought 6 Tesla shares in Q2 2024, an estimated $1.05K.
Tesla made up 0.46% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #52 holding.
Epic Trust Investment Advisors first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
Epic Trust Investment Advisors's Tesla position peaked at $544K in Q4 2023.
2,959 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.