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Lake Street Advisors Group’s Tesla TSLA Stock Holding History

Lake Street Advisors 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 		$9.97M Buy
24,689
+3,130
+15% +$1.01M 0.46% 40
2024
Q3 		$5.64M Buy
21,559
+3,017
+16% +$688K 0.26% 56
2024
Q2 		$3.67M Sell
18,542
-4,779
-20% -$835K 0.18% 79
2024
Q1 		$4.1M Buy
23,321
+3,421
+17% +$668K 0.19% 73
2023
Q4 		$4.94M Buy
19,900
+846
+4% +$201K 0.25% 64
2023
Q3 		$4.77M Sell
19,054
-11,100
-37% -$2.85M 0.28% 59
2023
Q2 		$7.89M Sell
30,154
-646
-2% -$129K 0.44% 42
2023
Q1 		$6.39M Buy
30,800
+3,878
+14% +$677K 0.39% 42
2022
Q4 		$3.32M Sell
26,922
-5,057
-16% -$958K 0.22% 74
2022
Q3 		$8.48M Buy
31,979
+701
+2% +$196K 0.62% 32
2022
Q2 		$7.02M Buy
+31,278
New +$8.54M 0.5% 35
2021
Q3 		– Sell
-11,580
Closed -$2.79M – 405
2021
Q2 		$2.79M Buy
11,580
+426
+4% +$92.5K 0.21% 56
2021
Q1 		$2.48M Buy
11,154
+522
+5% +$131K 0.2% 52
2020
Q4 		$2.5M Buy
10,632
+3,690
+53% +$630K 0.21% 51
2020
Q3 		$993K Buy
6,942
+1,017
+17% +$120K 0.09% 96
2020
Q2 		$427K Buy
+5,925
New +$321K 0.04% 152

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

Lake Street Advisors Group's TSLA Position: Q4 2024 in Review

Lake Street Advisors Group increased its Tesla (TSLA) stake by 15% in Q4 2024, buying an estimated $1.01M and bringing the position to 24,689 shares worth $9.97M. The position accounts for 0.46% of the portfolio, ranked #40.

Lake Street Advisors Group first reported a position in TSLA in Q2 2020 and has held it in 16 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Lake Street Advisors Group held 24,689 shares of Tesla worth $9.97M as of Q4 2024.
  • Lake Street Advisors Group bought 3,130 Tesla shares in Q4 2024, an estimated $1.01M.
  • Tesla made up 0.46% of Lake Street Advisors Group's portfolio in Q4 2024, its #40 holding.
  • Lake Street Advisors Group first reported a position in Tesla in Q2 2020 and has held it in 16 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.