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KLR Investment Advisors’s Tesla TSLA Stock Holding History

KLR Investment Advisors’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 		$248K Sell
1,742
-24
-1% -$4.69K 0.18% 158
2023
Q4 		$439K Buy
1,766
+82
+5% +$19.5K 0.32% 85
2023
Q3 		$349K Sell
1,684
-65
-4% -$16.7K 0.32% 102
2023
Q2 		$458K Buy
+1,749
New +$350K 0.38% 82

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KLR Investment Advisors's TSLA Position: Q1 2024 in Review

KLR Investment Advisors reduced its Tesla (TSLA) stake by 1.4% in Q1 2024, selling an estimated $4.69K and leaving 1,742 shares worth $248K. The position accounts for 0.18% of the portfolio, ranked #158.

KLR Investment Advisors first reported a position in TSLA in Q2 2023 and has held it in 4 quarters since. The position peaked at $458K in Q2 2023. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

  • KLR Investment Advisors held 1,742 shares of Tesla worth $248K as of Q1 2024.
  • KLR Investment Advisors sold 24 Tesla shares in Q1 2024, an estimated $4.69K.
  • Tesla made up 0.18% of KLR Investment Advisors's portfolio in Q1 2024, its #158 holding.
  • KLR Investment Advisors first reported a position in Tesla in Q2 2023 and has held it in 4 quarters since.
  • KLR Investment Advisors's Tesla position peaked at $458K in Q2 2023.
  • 2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.