Kowal Investment Group’s Tesla TSLA Stock Holding History

Kowal Investment 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 Q3	$888K	Sell	3,396 -676	-17%	-$154K	0.16%	83
2024 Q2	$806K	Sell	4,072 -111	-3%	-$19.4K	0.16%	82
2024 Q1	$735K	Buy	4,183 +703	+20%	+$137K	0.16%	79
2023 Q4	$865K	Buy	3,480 +303	+10%	+$72K	0.2%	71
2023 Q3	$795K	Sell	3,177 -14	-0.4%	-$3.6K	0.21%	65
2023 Q2	$835K	Buy	3,191 +256	+9%	+$51.2K	0.22%	61
2023 Q1	$609K	Buy	2,935 +638	+28%	+$111K	0.17%	67
2022 Q4	$283K	Sell	2,297 -590	-20%	-$112K	0.08%	120
2022 Q3	$766K	Buy	2,887 +124	+4%	+$34.6K	0.26%	51
2022 Q2	$620K	Buy	2,763 +636	+30%	+$174K	0.2%	54
2022 Q1	$764K	Buy	2,127 +270	+15%	+$84.1K	0.23%	44
2021 Q4	$654K	Buy	1,857 +570	+44%	+$191K	0.19%	41
2021 Q3	$333K	Buy	1,287 +153	+13%	+$36K	0.11%	67
2021 Q2	$257K	Buy	1,134 +156	+16%	+$33.9K	0.09%	82
2021 Q1	$218K	Buy	+978	New	+$246K	0.09%	85

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Kowal Investment Group's TSLA Position: Q3 2024 in Review

Kowal Investment Group reduced its Tesla (TSLA) stake by 17% in Q3 2024, selling an estimated $154K and leaving 3,396 shares worth $888K. The position accounts for 0.16% of the portfolio, ranked #83.

Kowal Investment Group first reported a position in TSLA in Q1 2021 and has held it in 15 quarters since. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Kowal Investment Group held 3,396 shares of Tesla worth $888K as of Q3 2024.
Kowal Investment Group sold 676 Tesla shares in Q3 2024, an estimated $154K.
Tesla made up 0.16% of Kowal Investment Group's portfolio in Q3 2024, its #83 holding.
Kowal Investment Group first reported a position in Tesla in Q1 2021 and has held it in 15 quarters since.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.