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KWM
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
$5.7T 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
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
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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