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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
2019
Q3 		– Sell
-30
Closed -$4K – 733
2019
Q2 		$4K Buy
+30
New +$467 ﹤0.01% 755

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.