Gateway Advisory’s Tesla TSLA Stock Holding History

Gateway Advisory’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	$501K	Sell	1,914 -57	-3%	-$13K	0.08%	88
2024 Q2	$390K	Buy	1,971 +49	+3%	+$8.56K	0.07%	106
2024 Q1	$338K	Buy	1,922 +276	+17%	+$53.9K	0.06%	107
2023 Q4	$409K	Buy	1,646 +329	+25%	+$78.2K	0.08%	75
2023 Q3	$330K	Buy	1,317 +41	+3%	+$10.5K	0.07%	64
2023 Q2	$334K	Sell	1,276 -274	-18%	-$54.8K	0.07%	61
2023 Q1	$322K	Buy	+1,550	New	+$270K	0.07%	67
2022 Q4	–	Sell	-958	Closed	-$254K	–	86
2022 Q3	$254K	Buy	+958	New	+$268K	0.06%	66
2022 Q2	–	Sell	-663	Closed	-$238K	–	95
2022 Q1	$238K	Buy	+663	New	+$207K	0.06%	82
2021 Q4	–	Sell	-831	Closed	-$215K	–	120
2021 Q3	$215K	Buy	+831	New	+$196K	0.04%	109
2021 Q2	–	Sell	-1,593	Closed	-$355K	–	114
2021 Q1	$355K	Sell	1,593 -702	-31%	-$176K	0.09%	52
2020 Q4	$540K	Buy	2,295 +444	+24%	+$75.8K	0.12%	50
2020 Q3	$265K	Buy	+1,851	New	+$219K	0.06%	52

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

Gateway Advisory's TSLA Position: Q3 2024 in Review

Gateway Advisory reduced its Tesla (TSLA) stake by 2.9% in Q3 2024, selling an estimated $13K and leaving 1,914 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #88.

Gateway Advisory first reported a position in TSLA in Q3 2020 and has held it in 13 quarters since. The position peaked at $540K in Q4 2020. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Gateway Advisory held 1,914 shares of Tesla worth $501K as of Q3 2024.
Gateway Advisory sold 57 Tesla shares in Q3 2024, an estimated $13K.
Tesla made up 0.08% of Gateway Advisory's portfolio in Q3 2024, its #88 holding.
Gateway Advisory first reported a position in Tesla in Q3 2020 and has held it in 13 quarters since.
Gateway Advisory's Tesla position peaked at $540K in Q4 2020.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Gateway Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.