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Institutional & Family Asset Management’s Tesla TSLA Stock Holding History

Institutional & Family Asset Management’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
Q2 		$565K Buy
2,854
+128
+5% +$22.4K 0.09% 114
2024
Q1 		$479K Buy
2,726
+1,077
+65% +$210K 0.08% 116
2023
Q4 		$410K Sell
1,649
-118
-7% -$28K 0.07% 122
2023
Q3 		$442K Buy
1,767
+91
+5% +$23.4K 0.07% 113
2023
Q2 		$439K Buy
1,676
+68
+4% +$13.6K 0.07% 115
2023
Q1 		$334K Buy
1,608
+426
+36% +$74.3K 0.06% 123
2022
Q4 		$146K Sell
1,182
-1,583
-57% -$300K 0.02% 148
2022
Q3 		$733K Buy
2,765
+281
+11% +$78.5K 0.13% 97
2022
Q2 		$558K Buy
2,484
+51
+2% +$13.9K 0.1% 108
2022
Q1 		$874K Sell
2,433
-228
-9% -$71K 0.14% 101
2021
Q4 		$937K Sell
2,661
-990
-27% -$332K 0.15% 99
2021
Q3 		$944K Buy
3,651
+567
+18% +$133K 0.15% 101
2021
Q2 		$699K Buy
3,084
+84
+3% +$18.2K 0.12% 109
2021
Q1 		$668K Buy
3,000
+132
+5% +$33.1K 0.13% 109
2020
Q4 		$675K Buy
2,868
+375
+15% +$64K 0.14% 106
2020
Q3 		$357K Sell
2,493
-942
-27% -$111K 0.08% 121
2020
Q2 		$247K Sell
3,435
-255
-7% -$13.8K 0.05% 154
2020
Q1 		$129K Sell
3,690
-900
-20% -$37.3K 0.03% 180
2019
Q4 		$128K Hold
4,590
– – 0.03% 208
2019
Q3 		$74K Sell
4,590
-1,860
-29% -$29.1K 0.02% 257
2019
Q2 		$96K Buy
6,450
+945
+17% +$14.7K 0.02% 229
2019
Q1 		$103K Buy
5,505
+975
+22% +$19.6K 0.02% 234
2018
Q4 		$101K Sell
4,530
-1,740
-28% -$37.4K 0.02% 221
2018
Q3 		$111K Buy
6,270
+240
+4% +$5K 0.02% 248
2018
Q2 		$138K Sell
6,030
-420
-7% -$8.54K 0.03% 223
2018
Q1 		$114K Buy
+6,450
New +$142K 0.02% 224

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Institutional & Family Asset Management's TSLA Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Tesla (TSLA) stake by 4.7% in Q2 2024, buying an estimated $22.4K and bringing the position to 2,854 shares worth $565K. The position accounts for 0.09% of the portfolio, ranked #114.

Institutional & Family Asset Management first reported a position in TSLA in Q1 2018 and has held it in 26 quarters since. The position peaked at $944K in Q3 2021. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

  • Institutional & Family Asset Management held 2,854 shares of Tesla worth $565K as of Q2 2024.
  • Institutional & Family Asset Management bought 128 Tesla shares in Q2 2024, an estimated $22.4K.
  • Tesla made up 0.09% of Institutional & Family Asset Management's portfolio in Q2 2024, its #114 holding.
  • Institutional & Family Asset Management first reported a position in Tesla in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Tesla position peaked at $944K in Q3 2021.
  • 2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.