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Geller Advisors’s Tesla TSLA Stock Holding History

Geller 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
2024
Q4 		$3.44M Sell
8,507
-1,509
-15% -$486K 0.23% 30
2024
Q3 		$2.62M Buy
10,016
+1,109
+12% +$253K 0.18% 36
2024
Q2 		$1.76M Buy
8,907
+2,072
+30% +$362K 0.13% 43
2024
Q1 		$1.2M Buy
6,835
+1,291
+23% +$252K 0.1% 62
2023
Q4 		$1.38M Buy
5,544
+391
+8% +$92.9K 0.13% 47
2023
Q3 		$1.29M Sell
5,153
-916
-15% -$235K 0.15% 37
2023
Q2 		$1.59M Buy
6,069
+2,795
+85% +$559K 0.2% 30
2023
Q1 		$679K Buy
3,274
+1,514
+86% +$264K 0.1% 46
2022
Q4 		$217K Sell
1,760
-587
-25% -$111K 0.04% 143
2022
Q3 		$623K Sell
2,347
-662
-22% -$185K 0.14% 36
2022
Q2 		$675K Buy
3,009
+90
+3% +$24.6K 0.14% 41
2022
Q1 		$1.05M Sell
2,919
-165
-5% -$51.4K 0.2% 28
2021
Q4 		$1.09M Buy
3,084
+141
+5% +$47.3K 0.21% 28
2021
Q3 		$761K Buy
2,943
+243
+9% +$57.2K 0.17% 37
2021
Q2 		$612K Buy
2,700
+93
+4% +$20.2K 0.13% 41
2021
Q1 		$580K Buy
2,607
+2,082
+397% +$523K 0.14% 38
2020
Q4 		$586K Buy
+525
New +$89.6K 0.15% 34

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's TSLA Position: Q4 2024 in Review

Geller Advisors reduced its Tesla (TSLA) stake by 15% in Q4 2024, selling an estimated $486K and leaving 8,507 shares worth $3.44M. The position accounts for 0.23% of the portfolio, ranked #30.

Geller Advisors first reported a position in TSLA in Q4 2020 and has held it in 17 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Geller Advisors held 8,507 shares of Tesla worth $3.44M as of Q4 2024.
  • Geller Advisors sold 1,509 Tesla shares in Q4 2024, an estimated $486K.
  • Tesla made up 0.23% of Geller Advisors's portfolio in Q4 2024, its #30 holding.
  • Geller Advisors first reported a position in Tesla in Q4 2020 and has held it in 17 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.