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Peninsula Wealth’s Tesla TSLA Stock Holding History

Peninsula Wealth’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
Q4 		$2.7M Buy
6,679
+273
+4% +$87.8K 0.46% 27
2024
Q3 		$1.42M Buy
6,406
+178
+3% +$40.6K 0.25% 39
2024
Q2 		$1.55M Buy
6,228
+482
+8% +$84.2K 0.29% 36
2024
Q1 		$1.01M Sell
5,746
-488
-8% -$95.3K 0.2% 46
2023
Q4 		$1.55M Buy
6,234
+576
+10% +$137K 0.32% 33
2023
Q3 		$1.2M Buy
5,658
+370
+7% +$95K 0.28% 33
2023
Q2 		$1.38M Buy
5,288
+51
+1% +$10.2K 0.36% 30
2023
Q1 		$1.09M Buy
5,237
+561
+12% +$97.9K 0.31% 33
2022
Q4 		$576K Sell
4,676
-528
-10% -$100K 0.18% 37
2022
Q3 		$1.38M Buy
5,204
+161
+3% +$45K 0.49% 24
2022
Q2 		$1.13M Buy
5,043
+111
+2% +$30.3K 0.38% 25
2022
Q1 		$1.77M Sell
4,932
-45
-0.9% -$14K 0.5% 21
2021
Q4 		$1.75M Buy
+4,977
New +$1.67M 0.47% 22
2020
Q4 		– Sell
-4,320
Closed -$618K – 49
2020
Q3 		$618K Buy
4,320
+45
+1% +$5.31K 0.26% 25
2020
Q2 		$308K Buy
+4,275
New +$231K 0.14% 38

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peninsula Wealth's TSLA Position: Q4 2024 in Review

Peninsula Wealth increased its Tesla (TSLA) stake by 4.3% in Q4 2024, buying an estimated $87.8K and bringing the position to 6,679 shares worth $2.7M. The position accounts for 0.46% of the portfolio, ranked #27.

Peninsula Wealth first reported a position in TSLA in Q2 2020 and has held it in 15 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Peninsula Wealth held 6,679 shares of Tesla worth $2.7M as of Q4 2024.
  • Peninsula Wealth bought 273 Tesla shares in Q4 2024, an estimated $87.8K.
  • Tesla made up 0.46% of Peninsula Wealth's portfolio in Q4 2024, its #27 holding.
  • Peninsula Wealth first reported a position in Tesla in Q2 2020 and has held it in 15 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.