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Financial Planning & Information Services’s Tesla TSLA Stock Holding History

Financial Planning & Information Services’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
Q3 		$527K Sell
2,014
-10
-0.5% -$2.28K 0.07% 58
2024
Q2 		$401K Buy
2,024
+68
+3% +$11.9K 0.06% 60
2024
Q1 		$344K Sell
1,956
-113
-5% -$22.1K 0.05% 69
2023
Q4 		$514K Sell
2,069
-67
-3% -$15.9K 0.08% 60
2023
Q3 		$534K Buy
2,136
+1,340
+168% +$344K 0.1% 59
2023
Q2 		$208K Sell
796
-1,176
-60% -$235K 0.04% 84
2023
Q1 		$409K Buy
1,972
+2
+0.1% +$349 0.08% 63
2022
Q4 		$243K Sell
1,970
-63
-3% -$11.9K 0.05% 79
2022
Q3 		$539K Buy
2,033
+44
+2% +$12.3K 0.13% 50
2022
Q2 		$446K Buy
1,989
+36
+2% +$9.83K 0.11% 52
2022
Q1 		$702K Buy
1,953
+102
+6% +$31.8K 0.16% 48
2021
Q4 		$652K Sell
1,851
-333
-15% -$112K 0.16% 49
2021
Q3 		$565K Buy
2,184
+318
+17% +$74.8K 0.15% 48
2021
Q2 		$423K Hold
1,866
– – 0.12% 53
2021
Q1 		$415K Buy
1,866
+99
+6% +$24.9K 0.13% 51
2020
Q4 		$416K Hold
1,767
– – 0.14% 48
2020
Q3 		$253K Buy
+1,767
New +$209K 0.1% 56

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Planning & Information Services's TSLA Position: Q3 2024 in Review

Financial Planning & Information Services reduced its Tesla (TSLA) stake by 0.49% in Q3 2024, selling an estimated $2.28K and leaving 2,014 shares worth $527K. The position accounts for 0.07% of the portfolio, ranked #58.

Financial Planning & Information Services first reported a position in TSLA in Q3 2020 and has held it in 17 quarters since. The position peaked at $702K in Q1 2022. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Financial Planning & Information Services held 2,014 shares of Tesla worth $527K as of Q3 2024.
  • Financial Planning & Information Services sold 10 Tesla shares in Q3 2024, an estimated $2.28K.
  • Tesla made up 0.07% of Financial Planning & Information Services's portfolio in Q3 2024, its #58 holding.
  • Financial Planning & Information Services first reported a position in Tesla in Q3 2020 and has held it in 17 quarters since.
  • Financial Planning & Information Services's Tesla position peaked at $702K in Q1 2022.
  • 3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.