Peterson Financial Group’s Tesla TSLA Stock Holding History

Peterson Financial Group’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	$35.2K	Buy	+134	New	+$30.6K	0.14%	114
2023 Q1	–	Sell	-5,960	Closed	-$734K	–	68
2022 Q4	$734K	Sell	5,960 -3,168	-35%	-$600K	0.97%	48
2022 Q3	$2.42M	Buy	9,128 +965	+12%	+$269K	2.35%	7
2022 Q2	$1.83M	Buy	8,163 +495	+6%	+$135K	1.72%	16
2022 Q1	$2.75M	Buy	7,668 +270	+4%	+$84.1K	2.28%	8
2021 Q4	$2.61M	Buy	+7,398	New	+$2.48M	2.13%	10

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

Peterson Financial Group's TSLA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Tesla (TSLA) in Q3 2024: 134 shares worth $35.2K. The stake represents 0.14% of the portfolio and ranks #114 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in TSLA as recently as Q4 2022.

Peterson Financial Group first reported a position in TSLA in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.75M in Q1 2022. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Peterson Financial Group held 134 shares of Tesla worth $35.2K as of Q3 2024.
Tesla was a new Peterson Financial Group position in Q3 2024.
Tesla made up 0.14% of Peterson Financial Group's portfolio in Q3 2024, its #114 holding.
Peterson Financial Group first reported a position in Tesla in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Tesla position peaked at $2.75M in Q1 2022.
3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.