NinePointTwo Capital’s Tesla TSLA Stock Holding History

NinePointTwo Capital’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	$395K	Hold	1,593	–	–	0.16%	67
2023 Q3	$398K	Hold	1,593	–	–	0.16%	36
2023 Q2	$417K	Hold	1,593	–	–	0.16%	35
2023 Q1	$330K	Sell	1,593 -72	-4%	-$12.6K	0.12%	39
2022 Q4	$205K	Hold	1,665	–	–	0.09%	114
2022 Q3	$441K	Hold	1,665	–	–	0.18%	32
2022 Q2	$373K	Buy	1,665 +72	+5%	+$19.7K	0.13%	83
2022 Q1	$572K	Hold	1,593	–	–	0.15%	34
2021 Q4	$561K	Hold	1,593	–	–	0.18%	28
2021 Q3	$411K	Hold	1,593	–	–	0.16%	30
2021 Q2	$360K	Hold	1,593	–	–	0.13%	41
2021 Q1	$354K	Buy	1,593 +330	+26%	+$82.9K	0.13%	40
2020 Q4	$297K	Buy	+1,263	New	+$216K	0.12%	43

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

NinePointTwo Capital's TSLA Position: Q4 2023 in Review

NinePointTwo Capital held its Tesla (TSLA) position steady in Q4 2023 at 1,593 shares worth $395K. The position accounts for 0.16% of the portfolio, ranked #67.

NinePointTwo Capital first reported a position in TSLA in Q4 2020 and has held it in 13 quarters since. The position peaked at $572K in Q1 2022. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

NinePointTwo Capital held 1,593 shares of Tesla worth $395K as of Q4 2023.
NinePointTwo Capital left its Tesla share count unchanged in Q4 2023.
Tesla made up 0.16% of NinePointTwo Capital's portfolio in Q4 2023, its #67 holding.
NinePointTwo Capital first reported a position in Tesla in Q4 2020 and has held it in 13 quarters since.
NinePointTwo Capital's Tesla position peaked at $572K in Q1 2022.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.