First Personal Financial Services’s Tesla TSLA Stock Holding History

First Personal Financial 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	$81.1K	Buy	+310	New	+$70.7K	0.02%	178
2024 Q1	–	Sell	-450	Closed	-$112K	–	409
2023 Q4	$112K	Buy	450 +418	+1,306%	+$99.3K	0.03%	153
2023 Q3	$8.11K	Hold	32	–	–	﹤0.01%	316
2023 Q2	$8.48K	Hold	32	–	–	﹤0.01%	321
2023 Q1	$6.72K	Buy	+32	New	+$5.58K	﹤0.01%	348
2022 Q4	–	Sell	-32	Closed	-$9K	–	432
2022 Q3	$9K	Sell	32 -1	-3%	-$279	﹤0.01%	347
2022 Q2	$7K	Hold	33	–	–	﹤0.01%	301
2022 Q1	$12K	Buy	+33	New	+$10.3K	﹤0.01%	288
2019 Q3	–	Sell	-1,920	Closed	-$29K	–	740
2019 Q2	$29K	Hold	1,920	–	–	0.01%	361
2019 Q1	$36K	Hold	1,920	–	–	0.01%	323
2018 Q4	$43K	Buy	1,920 +180	+10%	+$3.87K	0.01%	278
2018 Q3	$31K	Buy	1,740 +660	+61%	+$13.7K	0.01%	349
2018 Q2	$25K	Buy	1,080 +90	+9%	+$1.83K	0.01%	368
2018 Q1	$18K	Sell	990 -30	-3%	-$660	﹤0.01%	656
2017 Q4	$21K	Sell	1,020 -5,505	-84%	-$120K	﹤0.01%	640
2017 Q3	$148K	Buy	+6,525	New	+$151K	0.03%	250

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

First Personal Financial Services's TSLA Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Tesla (TSLA) in Q3 2024: 310 shares worth $81.1K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in TSLA as recently as Q4 2023.

First Personal Financial Services first reported a position in TSLA in Q3 2017 and has held it in 16 quarters since. The position peaked at $148K in Q3 2017. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

First Personal Financial Services held 310 shares of Tesla worth $81.1K as of Q3 2024.
Tesla was a new First Personal Financial Services position in Q3 2024.
Tesla made up 0.02% of First Personal Financial Services's portfolio in Q3 2024, its #178 holding.
First Personal Financial Services first reported a position in Tesla in Q3 2017 and has held it in 16 quarters since.
First Personal Financial Services's Tesla position peaked at $148K in Q3 2017.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.