FinTrust Capital Advisors’s Tesla TSLA Stock Holding History

FinTrust Capital Advisors’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
2022 Q3	–	Hold	0	–	-$817K	–	1284
2022 Q2	–	Sell	-7,500	Closed	-$2.05M	–	115
2022 Q1	$2.69M	Buy	7,500 +4,500	+150%	+$1.4M	0.62%	34
2021 Q4	$1.06M	Sell	3,000 -1,500	-33%	-$503K	0.25%	88
2021 Q3	$1.16M	Hold	4,500	–	–	0.31%	73
2021 Q2	$1.02M	Buy	+4,500	New	+$977K	0.27%	78
2021 Q1	–	Sell	-4,500	Closed	-$1.06M	–	1175
2020 Q4	$1.06M	Sell	4,500 -13,500	-75%	-$2.3M	0.34%	71
2020 Q3	$2.58K	Buy	18,000 +16,500	+1,100%	+$1.95M	0.5%	24
2020 Q2	$108K	Sell	1,500 -6,000	-80%	-$325K	0.04%	313
2020 Q1	$262K	Buy	+7,500	New	+$311K	0.13%	150

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FinTrust Capital Advisors's TSLA Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Tesla (TSLA) stake by 52% in Q3 2024, selling an estimated $783K and leaving 3,123 shares worth $722K. The position accounts for 0.12% of the portfolio, ranked #145.

FinTrust Capital Advisors first reported a position in TSLA in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.82M in Q3 2021. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

FinTrust Capital Advisors held 3,123 shares of Tesla worth $722K as of Q3 2024.
FinTrust Capital Advisors sold 3,432 Tesla shares in Q3 2024, an estimated $783K.
Tesla made up 0.12% of FinTrust Capital Advisors's portfolio in Q3 2024, its #145 holding.
FinTrust Capital Advisors first reported a position in Tesla in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Tesla position peaked at $1.82M in Q3 2021.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.