M. Kulyk & Associates’s Tesla TSLA Stock Holding History

M. Kulyk & Associates’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
2023 Q4	–	Sell	-1,575	Closed	-$394K	–	112
2023 Q3	$394K	Buy	1,575 +14	+0.9%	+$3.6K	0.11%	72
2023 Q2	$409K	Hold	1,561	–	–	0.11%	78
2023 Q1	$324K	Buy	+1,561	New	+$272K	0.1%	84
2022 Q4	–	Sell	-2,525	Closed	-$670K	–	104
2022 Q3	$670K	Sell	2,525 -40	-2%	-$11.2K	0.23%	63
2022 Q2	$576K	Buy	2,565 +168	+7%	+$45.9K	0.18%	60
2022 Q1	$861K	Sell	2,397 -357	-13%	-$111K	0.24%	56
2021 Q4	$970K	Buy	2,754 +312	+13%	+$105K	0.25%	51
2021 Q3	$631K	Sell	2,442 -48	-2%	-$11.3K	0.2%	49
2021 Q2	$564K	Hold	2,490	–	–	0.2%	47
2021 Q1	$554K	Buy	2,490 +1,530	+159%	+$384K	0.21%	51
2020 Q4	$226K	Buy	+960	New	+$164K	0.13%	50

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M. Kulyk & Associates's TSLA Position: Q4 2023 in Review

M. Kulyk & Associates sold out of Tesla (TSLA) in Q4 2023, closing a stake of 1,575 shares — an estimated $394K sold.

M. Kulyk & Associates first reported a position in TSLA in Q4 2020 and held it in 11 quarters. The position peaked at $970K in Q4 2021. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

M. Kulyk & Associates reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
M. Kulyk & Associates sold 1,575 Tesla shares in Q4 2023, an estimated $394K.
M. Kulyk & Associates first reported a position in Tesla in Q4 2020 and held it in 11 quarters.
M. Kulyk & Associates's Tesla position peaked at $970K in Q4 2021.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on M. Kulyk & Associates's 13F filing for Q4 2023, filed 8 Feb 2024.