EWM
TSLA icon

Executive Wealth Management’s Tesla TSLA Stock Holding History

Executive 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
Q4 		$1.25M Buy
3,101
+75
+2% +$24.1K 0.1% 131
2024
Q3 		$792K Sell
3,026
-21
-0.7% -$4.79K 0.06% 143
2024
Q2 		$603K Sell
3,047
-1,715
-36% -$300K 0.11% 71
2024
Q1 		$834K Buy
4,762
+228
+5% +$44.5K 0.07% 125
2023
Q4 		$1.13M Buy
4,534
+232
+5% +$55.1K 0.11% 118
2023
Q3 		$1.08M Sell
4,302
-518
-11% -$133K 0.11% 121
2023
Q2 		$1.26M Buy
4,820
+604
+14% +$121K 0.13% 114
2023
Q1 		$875K Buy
4,216
+1,214
+40% +$212K 0.1% 120
2022
Q4 		$370K Buy
3,002
+1,771
+144% +$335K 0.05% 147
2022
Q3 		$1.23K Sell
1,231
-3,935
-76% -$1.1M 0.17% 97
2022
Q2 		$1.16M Buy
5,166
+1,257
+32% +$343K 0.16% 94
2022
Q1 		$1.4M Sell
3,909
-1,866
-32% -$581K 0.15% 106
2021
Q4 		$2.03M Buy
5,775
+435
+8% +$146K 0.2% 94
2021
Q3 		$1.38M Buy
5,340
+270
+5% +$63.5K 0.15% 103
2021
Q2 		$1.15M Buy
5,070
+585
+13% +$127K 0.13% 116
2021
Q1 		$998K Buy
4,485
+2,085
+87% +$523K 0.12% 115
2020
Q4 		$564K Buy
2,400
+639
+36% +$109K 0.07% 119
2020
Q3 		$251K Buy
+1,761
New +$208K 0.03% 135
2019
Q3 		– Sell
-4,530
Closed -$67K – 732
2019
Q2 		$67K Buy
4,530
+210
+5% +$3.27K 0.01% 254
2019
Q1 		$81K Sell
4,320
-300
-6% -$6.02K 0.01% 214
2018
Q4 		$103K Buy
+4,620
New +$99.4K 0.02% 194

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's TSLA Position: Q4 2024 in Review

Executive Wealth Management increased its Tesla (TSLA) stake by 2.5% in Q4 2024, buying an estimated $24.1K and bringing the position to 3,101 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #131.

Executive Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.03M in Q4 2021. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Executive Wealth Management held 3,101 shares of Tesla worth $1.25M as of Q4 2024.
  • Executive Wealth Management bought 75 Tesla shares in Q4 2024, an estimated $24.1K.
  • Tesla made up 0.1% of Executive Wealth Management's portfolio in Q4 2024, its #131 holding.
  • Executive Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 21 quarters since.
  • Executive Wealth Management's Tesla position peaked at $2.03M in Q4 2021.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.