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Fernwood Investment Management’s Tesla TSLA Stock Holding History

Fernwood Investment 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 		$2.42M Sell
5,991
-717
-11% -$231K 0.84% 29
2024
Q3 		$1.76M Sell
6,708
-20
-0.3% -$4.56K 0.57% 47
2024
Q2 		$1.33M Buy
6,728
+104
+2% +$18.2K 0.41% 62
2024
Q1 		$1.17M Sell
6,624
-60
-0.9% -$11.7K 0.34% 70
2023
Q4 		$1.66M Buy
6,684
+15
+0.2% +$3.56K 0.55% 51
2023
Q3 		$1.67M Sell
6,669
-50
-0.7% -$12.8K 0.6% 45
2023
Q2 		$1.75M Sell
6,719
-435
-6% -$87K 0.62% 45
2023
Q1 		$1.48M Sell
7,154
-200
-3% -$34.9K 0.57% 51
2022
Q4 		$906K Buy
7,354
+691
+10% +$131K 0.37% 80
2022
Q3 		$1.77M Sell
6,663
-90
-1% -$25.1K 0.75% 36
2022
Q2 		$1.52M Buy
6,753
+120
+2% +$32.8K 0.65% 47
2022
Q1 		$2.38M Buy
6,633
+105
+2% +$32.7K 0.84% 30
2021
Q4 		$2.3M Buy
6,528
+5,751
+740% +$1.93M 0.75% 34
2021
Q3 		$201K Buy
+777
New +$183K 0.07% 192
2021
Q1 		– Sell
-870
Closed -$205K – 198
2020
Q4 		$205K Buy
+870
New +$148K 0.08% 179

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

Fernwood Investment Management's TSLA Position: Q4 2024 in Review

Fernwood Investment Management reduced its Tesla (TSLA) stake by 11% in Q4 2024, selling an estimated $231K and leaving 5,991 shares worth $2.42M. The position accounts for 0.84% of the portfolio, ranked #29.

Fernwood Investment Management first reported a position in TSLA in Q4 2020 and has held it in 15 quarters since. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Fernwood Investment Management held 5,991 shares of Tesla worth $2.42M as of Q4 2024.
  • Fernwood Investment Management sold 717 Tesla shares in Q4 2024, an estimated $231K.
  • Tesla made up 0.84% of Fernwood Investment Management's portfolio in Q4 2024, its #29 holding.
  • Fernwood Investment Management first reported a position in Tesla in Q4 2020 and has held it in 15 quarters since.
  • 3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

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