Kalos Management’s Tesla TSLA Stock Holding History

Kalos 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
2023 Q3	–	Sell	-770	Closed	-$202K	–	106
2023 Q2	$202K	Hold	770	–	–	0.43%	44
2023 Q1	$160K	Buy	+770	New	+$134K	0.32%	46
2022 Q3	–	Sell	-990	Closed	-$258K	–	110
2022 Q2	$258K	Hold	990	–	–	0.35%	94
2022 Q1	$271K	Sell	990 -747	-43%	-$233K	0.19%	128
2021 Q4	$644K	Buy	1,737 +66	+4%	+$22.1K	0.17%	129
2021 Q3	$620K	Sell	1,671 -108	-6%	-$25.4K	0.18%	130
2021 Q2	$422K	Sell	1,779 -969	-35%	-$210K	0.17%	154
2021 Q1	$566K	Buy	2,748 +1,545	+128%	+$388K	0.18%	137
2020 Q4	$301K	Buy	+1,203	New	+$205K	0.13%	186

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

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

Norges Bank Oslo, Norway $935B AUM

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

Kalos Management's TSLA Position: Q3 2023 in Review

Kalos Management sold out of Tesla (TSLA) in Q3 2023, closing a stake of 770 shares — an estimated $202K sold.

Kalos Management first reported a position in TSLA in Q4 2020 and held it in 9 quarters. The position peaked at $644K in Q4 2021. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

Kalos Management reported no remaining Tesla position as of Q3 2023 after selling out during the quarter.
Kalos Management sold 770 Tesla shares in Q3 2023, an estimated $202K.
Kalos Management first reported a position in Tesla in Q4 2020 and held it in 9 quarters.
Kalos Management's Tesla position peaked at $644K in Q4 2021.
2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Kalos Management's 13F filing for Q3 2023.