My Personal CFO LLC’s Tesla TSLA Stock Holding History

My Personal CFO LLC’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	-1,537	Closed	-$304K	–	101
2024 Q2	$304K	Sell	1,537 -106	-6%	-$18.5K	0.16%	85
2024 Q1	$289K	Buy	1,643 +322	+24%	+$62.9K	0.17%	83
2023 Q4	$328K	Buy	1,321 +240	+22%	+$57K	0.21%	74
2023 Q3	$270K	Buy	1,081 +23	+2%	+$5.91K	0.22%	70
2023 Q2	$277K	Sell	1,058 -56	-5%	-$11.2K	0.22%	67
2023 Q1	$231K	Buy	1,114 +76	+7%	+$13.3K	0.2%	71
2022 Q4	$128K	Buy	+1,038	New	+$197K	0.12%	78

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

My Personal CFO LLC's TSLA Position: Q3 2024 in Review

My Personal CFO LLC sold out of Tesla (TSLA) in Q3 2024, closing a stake of 1,537 shares — an estimated $304K sold.

My Personal CFO LLC first reported a position in TSLA in Q4 2022 and held it in 7 quarters. The position peaked at $328K in Q4 2023. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

My Personal CFO LLC reported no remaining Tesla position as of Q3 2024 after selling out during the quarter.
My Personal CFO LLC sold 1,537 Tesla shares in Q3 2024, an estimated $304K.
My Personal CFO LLC first reported a position in Tesla in Q4 2022 and held it in 7 quarters.
My Personal CFO LLC's Tesla position peaked at $328K in Q4 2023.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on My Personal CFO LLC's 13F filing for Q3 2024, filed 21 Oct 2024.