Householder Group Estate & Retirement Specialist’s Tesla TSLA Stock Holding History

Householder Group Estate & Retirement Specialist’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	$379K	Sell	940 -3,976	-81%	-$1.28M	0.28%	55
2024 Q3	$1.33M	Sell	4,916 -812	-14%	-$185K	0.39%	52
2024 Q2	$1.16M	Buy	5,728 +1,221	+27%	+$213K	0.32%	69
2024 Q1	$792K	Buy	4,507 +646	+17%	+$126K	0.24%	90
2023 Q4	$959K	Buy	3,861 +619	+19%	+$147K	0.32%	64
2023 Q3	$811K	Buy	+3,242	New	+$833K	0.29%	73
2023 Q1	$953K	Buy	4,593 +368	+9%	+$64.2K	0.37%	59
2022 Q4	$520K	Sell	4,225 -576	-12%	-$109K	0.78%	26
2022 Q3	$1.27M	Buy	4,801 +793	+20%	+$221K	0.52%	43
2022 Q2	$900K	Sell	4,008 -510	-11%	-$139K	0.4%	54
2022 Q1	$1.62M	Sell	4,518 -177	-4%	-$55.1K	0.65%	38
2021 Q4	$1.65M	Buy	+4,695	New	+$1.57M	0.62%	38

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TSLA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Tesla (TSLA) stake by 81% in Q4 2024, selling an estimated $1.28M and leaving 940 shares worth $379K. The position accounts for 0.28% of the portfolio, ranked #55.

Householder Group Estate & Retirement Specialist first reported a position in TSLA in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.65M in Q4 2021. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Householder Group Estate & Retirement Specialist held 940 shares of Tesla worth $379K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,976 Tesla shares in Q4 2024, an estimated $1.28M.
Tesla made up 0.28% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #55 holding.
Householder Group Estate & Retirement Specialist first reported a position in Tesla in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's Tesla position peaked at $1.65M in Q4 2021.
3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.