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Kiely Wealth Advisory Group’s Tesla TSLA Stock Holding History

Kiely Wealth Advisory 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
Q4 		$83.8K Hold
239
– – 0.05% 101
2024
Q3 		$79.3K Hold
239
– – 0.05% 103
2024
Q2 		$47.4K Hold
239
– – 0.03% 108
2024
Q1 		$44.5K Hold
239
– – 0.03% 106
2023
Q4 		$44.3K Buy
+239
New +$56.8K 0.03% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kiely Wealth Advisory Group's TSLA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Tesla (TSLA) position steady in Q4 2024 at 239 shares worth $83.8K. The position accounts for 0.05% of the portfolio, ranked #101.

Kiely Wealth Advisory Group first reported a position in TSLA in Q4 2023 and has held it in 5 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Kiely Wealth Advisory Group held 239 shares of Tesla worth $83.8K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Tesla share count unchanged in Q4 2024.
  • Tesla made up 0.05% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #101 holding.
  • Kiely Wealth Advisory Group first reported a position in Tesla in Q4 2023 and has held it in 5 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.