Finivi Inc’s Tesla TSLA Stock Holding History

Finivi Inc’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 Q2	–	Sell	-1,649	Closed	-$290K	–	95
2024 Q1	$290K	Sell	1,649 -2,706	-62%	-$529K	0.26%	70
2023 Q4	$1.08M	Buy	+4,355	New	+$1.03M	1.06%	34
2021 Q4	$202K	Buy	+1,719	New	+$577K	0.21%	74

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Finivi Inc's TSLA Position: Q2 2024 in Review

Finivi Inc sold out of Tesla (TSLA) in Q2 2024, closing a stake of 1,649 shares — an estimated $290K sold.

Finivi Inc first reported a position in TSLA in Q4 2021 and held it in 3 quarters. The position peaked at $1.08M in Q4 2023. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

Finivi Inc reported no remaining Tesla position as of Q2 2024 after selling out during the quarter.
Finivi Inc sold 1,649 Tesla shares in Q2 2024, an estimated $290K.
Finivi Inc first reported a position in Tesla in Q4 2021 and held it in 3 quarters.
Finivi Inc's Tesla position peaked at $1.08M in Q4 2023.
2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Finivi Inc's 13F filing for Q2 2024, filed 19 Dec 2025.