Financial Advisory Group’s Tesla TSLA Stock Holding History

Financial Advisory Group’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 Q1	$647K	Sell	3,683 -22	-0.6%	-$4.3K	0.11%	55
2023 Q4	$921K	Sell	3,705 -272	-7%	-$64.6K	0.17%	48
2023 Q3	$995K	Sell	3,977 -64	-2%	-$16.4K	0.2%	48
2023 Q2	$1.06M	Hold	4,041	–	–	0.21%	46
2023 Q1	$838K	Sell	4,041 -300	-7%	-$52.3K	0.17%	47
2022 Q4	$535K	Sell	4,341 -120	-3%	-$22.7K	0.11%	53
2022 Q3	$1.18M	Hold	4,461	–	–	0.27%	41
2022 Q2	$1M	Buy	4,461 +537	+14%	+$147K	0.21%	45
2022 Q1	$1.41M	Hold	3,924	–	–	0.27%	36
2021 Q4	$1.38M	Sell	3,924 -918	-19%	-$308K	0.27%	39
2021 Q3	$1.25M	Buy	4,842 +180	+4%	+$42.4K	0.28%	38
2021 Q2	$1.06M	Buy	4,662 +390	+9%	+$84.7K	0.25%	39
2021 Q1	$951K	Sell	4,272 -105	-2%	-$26.4K	0.24%	39
2020 Q4	$1.03M	Buy	4,377 +786	+22%	+$134K	0.27%	35
2020 Q3	$514K	Buy	+3,591	New	+$424K	0.17%	46

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advisory Group's TSLA Position: Q1 2024 in Review

Financial Advisory Group reduced its Tesla (TSLA) stake by 0.59% in Q1 2024, selling an estimated $4.3K and leaving 3,683 shares worth $647K. The position accounts for 0.11% of the portfolio, ranked #55.

Financial Advisory Group first reported a position in TSLA in Q3 2020 and has held it in 15 quarters since. The position peaked at $1.41M in Q1 2022. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Financial Advisory Group held 3,683 shares of Tesla worth $647K as of Q1 2024.
Financial Advisory Group sold 22 Tesla shares in Q1 2024, an estimated $4.3K.
Tesla made up 0.11% of Financial Advisory Group's portfolio in Q1 2024, its #55 holding.
Financial Advisory Group first reported a position in Tesla in Q3 2020 and has held it in 15 quarters since.
Financial Advisory Group's Tesla position peaked at $1.41M in Q1 2022.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.