Halpern Financial’s Tesla TSLA Stock Holding History

Halpern Financial’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	$126K	Buy	506 +172	+51%	+$39.2K	0.03%	65
2024 Q2	$66.1K	Buy	334 +225	+206%	+$39.3K	0.02%	84
2024 Q1	$18.4K	Hold	109	–	–	0.01%	136
2023 Q4	$26K	Hold	109	–	–	0.01%	126
2023 Q3	$27.3K	Buy	109 +100	+1,111%	+$25.7K	0.01%	108
2023 Q2	$2.36K	Hold	9	–	–	﹤0.01%	234
2023 Q1	$1.87K	Hold	9	–	–	﹤0.01%	162
2022 Q4	$1.11K	Sell	9 -200	-96%	-$37.9K	﹤0.01%	173
2022 Q3	$55.4K	Sell	209 -100	-32%	-$27.9K	0.02%	76
2022 Q2	$69.4K	Sell	309 -150	-33%	-$40.9K	0.03%	74
2022 Q1	$165K	Hold	459	–	–	0.06%	65
2021 Q4	$162K	Buy	459 +450	+5,000%	+$151K	0.07%	49
2021 Q3	$2.33K	Hold	9	–	–	﹤0.01%	232
2021 Q2	$2.04K	Hold	9	–	–	﹤0.01%	217
2021 Q1	$2K	Sell	9 -21	-70%	-$5.27K	﹤0.01%	220
2020 Q4	$7.06K	Hold	30	–	–	﹤0.01%	146
2020 Q3	$4.29K	Sell	30 -1,470	-98%	-$174K	﹤0.01%	165
2020 Q2	$108K	Hold	1,500	–	–	0.07%	35
2020 Q1	$52.4K	Buy	+1,500	New	+$62.2K	0.05%	44

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

Halpern Financial's TSLA Position: Q3 2024 in Review

Halpern Financial increased its Tesla (TSLA) stake by 51% in Q3 2024, buying an estimated $39.2K and bringing the position to 506 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #65.

Halpern Financial first reported a position in TSLA in Q1 2020 and has held it in 19 quarters since. The position peaked at $165K in Q1 2022. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Halpern Financial held 506 shares of Tesla worth $126K as of Q3 2024.
Halpern Financial bought 172 Tesla shares in Q3 2024, an estimated $39.2K.
Tesla made up 0.03% of Halpern Financial's portfolio in Q3 2024, its #65 holding.
Halpern Financial first reported a position in Tesla in Q1 2020 and has held it in 19 quarters since.
Halpern Financial's Tesla position peaked at $165K in Q1 2022.
3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.