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Levy Wealth Management Group’s Tesla TSLA Stock Holding History

Levy Wealth Management 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
Q2 		$1.3M Buy
6,547
+460
+8% +$80.4K 0.33% 38
2024
Q1 		$1.51M Hold
6,087
– – 0.42% 29
2023
Q4 		$1.51M Buy
6,087
+423
+7% +$101K 0.42% 29
2023
Q3 		$1.42M Sell
5,664
-3,521
-38% -$904K 0.44% 32
2023
Q2 		$2.4M Sell
9,185
-1,830
-17% -$366K 0.71% 20
2023
Q1 		$2.29M Buy
11,015
+1,290
+13% +$225K 0.7% 23
2022
Q4 		$1.2M Buy
9,725
+1,020
+12% +$193K 0.4% 32
2022
Q3 		$2.31M Buy
8,705
+275
+3% +$76.8K 0.99% 17
2022
Q2 		$1.89M Buy
8,430
+1,512
+22% +$413K 0.87% 18
2022
Q1 		$2.48M Sell
6,918
-1,089
-14% -$339K 1.03% 15
2021
Q4 		$2.82M Buy
8,007
+2,646
+49% +$887K 1.28% 16
2021
Q3 		$1.39M Buy
5,361
+165
+3% +$38.8K 0.76% 22
2021
Q2 		$1.18M Buy
5,196
+1,167
+29% +$253K 0.68% 23
2021
Q1 		$897K Buy
4,029
+1,899
+89% +$477K 0.59% 26
2020
Q4 		$501K Buy
+2,130
New +$363K 0.36% 33

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Levy Wealth Management Group's TSLA Position: Q2 2024 in Review

Levy Wealth Management Group increased its Tesla (TSLA) stake by 7.6% in Q2 2024, buying an estimated $80.4K and bringing the position to 6,547 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #38.

Levy Wealth Management Group first reported a position in TSLA in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.82M in Q4 2021. 2,964 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

  • Levy Wealth Management Group held 6,547 shares of Tesla worth $1.3M as of Q2 2024.
  • Levy Wealth Management Group bought 460 Tesla shares in Q2 2024, an estimated $80.4K.
  • Tesla made up 0.33% of Levy Wealth Management Group's portfolio in Q2 2024, its #38 holding.
  • Levy Wealth Management Group first reported a position in Tesla in Q4 2020 and has held it in 15 quarters since.
  • Levy Wealth Management Group's Tesla position peaked at $2.82M in Q4 2021.
  • 2,964 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.