Kolinsky Wealth Management’s Tesla TSLA Stock Holding History

Kolinsky Wealth 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 Q4	$620K	Buy	1,536 +386	+34%	+$124K	0.38%	53
2024 Q3	$301K	Buy	+1,150	New	+$262K	0.2%	117
2024 Q1	–	Sell	-1,244	Closed	-$309K	–	151
2023 Q4	$309K	Buy	1,244 +180	+17%	+$42.8K	0.27%	92
2023 Q3	$266K	Buy	1,064 +7	+0.7%	+$1.8K	0.26%	91
2023 Q2	$272K	Sell	1,057 -153	-13%	-$30.6K	0.26%	97
2023 Q1	$251K	Buy	+1,210	New	+$211K	0.27%	98
2022 Q4	–	Sell	-1,919	Closed	-$509K	–	136
2022 Q3	$509K	Buy	1,919 +506	+36%	+$141K	0.64%	25
2022 Q2	$317K	Sell	1,413 -111	-7%	-$30.3K	0.37%	62
2022 Q1	$547K	Buy	1,524 +417	+38%	+$130K	0.54%	32
2021 Q4	$390K	Buy	+1,107	New	+$371K	0.36%	60

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kolinsky Wealth Management's TSLA Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Tesla (TSLA) stake by 34% in Q4 2024, buying an estimated $124K and bringing the position to 1,536 shares worth $620K. The position accounts for 0.38% of the portfolio, ranked #53.

Kolinsky Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. 3,912 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Kolinsky Wealth Management held 1,536 shares of Tesla worth $620K as of Q4 2024.
Kolinsky Wealth Management bought 386 Tesla shares in Q4 2024, an estimated $124K.
Tesla made up 0.38% of Kolinsky Wealth Management's portfolio in Q4 2024, its #53 holding.
Kolinsky Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
3,912 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.