Moser Wealth Advisors’s Tesla TSLA Stock Holding History

Moser Wealth Advisors’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	–	Sell	-229	Closed	-$45.3K	–	150
2024 Q2	$45.3K	Sell	229 -671	-75%	-$117K	0.02%	97
2024 Q1	$158K	Sell	900 -312	-26%	-$61K	0.09%	78
2023 Q4	$301K	Buy	+1,212	New	+$288K	0.19%	65
2022 Q4	–	Sell	-57	Closed	-$15K	–	154
2022 Q3	$15K	Buy	+57	New	+$15.9K	0.01%	105
2020 Q3	–	Sell	-750	Closed	-$54K	–	122
2020 Q2	$54K	Hold	750	–	–	0.05%	74
2020 Q1	$26K	Sell	750 -750	-50%	-$31.1K	0.03%	88
2019 Q4	$42K	Buy	+1,500	New	+$32.5K	0.04%	93

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

Moser Wealth Advisors's TSLA Position: Q3 2024 in Review

Moser Wealth Advisors sold out of Tesla (TSLA) in Q3 2024, closing a stake of 229 shares — an estimated $45.3K sold.

Moser Wealth Advisors first reported a position in TSLA in Q4 2019 and held it in 7 quarters. The position peaked at $301K in Q4 2023. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Moser Wealth Advisors reported no remaining Tesla position as of Q3 2024 after selling out during the quarter.
Moser Wealth Advisors sold 229 Tesla shares in Q3 2024, an estimated $45.3K.
Moser Wealth Advisors first reported a position in Tesla in Q4 2019 and held it in 7 quarters.
Moser Wealth Advisors's Tesla position peaked at $301K in Q4 2023.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Moser Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.