InterOcean Capital Group’s Tesla TSLA Stock Holding History

InterOcean Capital Group’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 Q1	$2.67M	Buy	15,196 +333	+2%	+$65.1K	0.06%	136
2023 Q4	$3.69M	Sell	14,863 -567	-4%	-$135K	0.1%	118
2023 Q3	$3.86M	Buy	15,430 +2,385	+18%	+$613K	0.12%	107
2023 Q2	$3.41M	Buy	13,045 +480	+4%	+$96K	0.11%	106
2023 Q1	$2.61M	Buy	12,565 +5,824	+86%	+$1.02M	0.09%	117
2022 Q4	$830K	Sell	6,741 -1,974	-23%	-$374K	0.03%	200
2022 Q3	$2.31M	Sell	8,715 -3,282	-27%	-$917K	0.09%	113
2022 Q2	$2.69M	Buy	11,997 +6,534	+120%	+$1.78M	0.11%	102
2022 Q1	$1.96M	Buy	5,463 +792	+17%	+$247K	0.08%	95
2021 Q4	$1.65M	Sell	4,671 -1,074	-19%	-$360K	0.07%	99
2021 Q3	$1.49M	Sell	5,745 -6,144	-52%	-$1.45M	0.07%	97
2021 Q2	$2.69M	Buy	11,889 +465	+4%	+$101K	0.14%	83
2021 Q1	$2.54M	Buy	11,424 +6,978	+157%	+$1.75M	0.14%	79
2020 Q4	$1.05M	Buy	+4,446	New	+$759K	0.06%	98

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Norges Bank Oslo, Norway $935B AUM

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

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

InterOcean Capital Group's TSLA Position: Q1 2024 in Review

InterOcean Capital Group increased its Tesla (TSLA) stake by 2.2% in Q1 2024, buying an estimated $65.1K and bringing the position to 15,196 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #136.

InterOcean Capital Group first reported a position in TSLA in Q4 2020 and has held it in 14 quarters since. The position peaked at $3.86M in Q3 2023. 2,885 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

InterOcean Capital Group held 15,196 shares of Tesla worth $2.67M as of Q1 2024.
InterOcean Capital Group bought 333 Tesla shares in Q1 2024, an estimated $65.1K.
Tesla made up 0.06% of InterOcean Capital Group's portfolio in Q1 2024, its #136 holding.
InterOcean Capital Group first reported a position in Tesla in Q4 2020 and has held it in 14 quarters since.
InterOcean Capital Group's Tesla position peaked at $3.86M in Q3 2023.
2,885 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.