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Fairhaven Wealth Management’s Tesla TSLA Stock Holding History

Fairhaven 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 		$753K Buy
1,864
+45
+2% +$14.5K 0.24% 54
2024
Q3 		$476K Sell
1,819
-409
-18% -$93.3K 0.15% 67
2024
Q2 		$441K Buy
2,228
+251
+13% +$43.9K 0.15% 66
2024
Q1 		$348K Buy
1,977
+16
+0.8% +$3.13K 0.12% 77
2023
Q4 		$487K Buy
1,961
+446
+29% +$106K 0.18% 59
2023
Q3 		$379K Hold
1,515
– – 0.15% 68
2023
Q2 		$397K Buy
+1,515
New +$303K 0.15% 68
2022
Q4 		$207K Sell
1,680
-144
-8% -$27.3K 0.09% 100
2022
Q3 		$484K Buy
1,824
+75
+4% +$20.9K 0.22% 51
2022
Q2 		$393K Buy
1,749
+165
+10% +$45K 0.18% 59
2022
Q1 		$569K Buy
1,584
+15
+1% +$4.67K 0.23% 54
2021
Q4 		$553K Buy
1,569
+15
+1% +$5.03K 0.22% 54
2021
Q3 		$402K Buy
1,554
+45
+3% +$10.6K 0.17% 66
2021
Q2 		$342K Sell
1,509
-285
-16% -$61.9K 0.14% 74
2021
Q1 		$399K Buy
1,794
+195
+12% +$49K 0.17% 63
2020
Q4 		$376K Buy
+1,599
New +$273K 0.17% 68

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

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

Fairhaven Wealth Management increased its Tesla (TSLA) stake by 2.5% in Q4 2024, buying an estimated $14.5K and bringing the position to 1,864 shares worth $753K. The position accounts for 0.24% of the portfolio, ranked #54.

Fairhaven Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 16 quarters since. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Fairhaven Wealth Management held 1,864 shares of Tesla worth $753K as of Q4 2024.
  • Fairhaven Wealth Management bought 45 Tesla shares in Q4 2024, an estimated $14.5K.
  • Tesla made up 0.24% of Fairhaven Wealth Management's portfolio in Q4 2024, its #54 holding.
  • Fairhaven Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 16 quarters since.
  • 3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.