RG
TSLA icon

Retirement Group’s Tesla TSLA Stock Holding History

Retirement 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
Q1 		$172K Buy
976
+161
+20% +$31.5K 0.06% 122
2023
Q4 		$203K Sell
815
-24
-3% -$5.7K 0.08% 104
2023
Q3 		$210K Buy
839
+208
+33% +$53.4K 0.09% 98
2023
Q2 		$165K Sell
631
-144
-19% -$28.8K 0.07% 111
2023
Q1 		$161K Buy
775
+314
+68% +$54.8K 0.07% 103
2022
Q4 		$57K Buy
461
+179
+63% +$33.9K 0.03% 171
2022
Q3 		$75K Sell
282
-1,884
-87% -$526K 0.06% 96
2022
Q2 		$486K Buy
2,166
+120
+6% +$32.8K 0.2% 63
2022
Q1 		$735K Buy
2,046
+33
+2% +$10.3K 0.28% 53
2021
Q4 		$709K Buy
2,013
+243
+14% +$81.5K 0.31% 54
2021
Q3 		$458K Buy
1,770
+3
+0.2% +$706 0.21% 75
2021
Q2 		$400K Sell
1,767
-921
-34% -$200K 0.19% 73
2021
Q1 		$599K Buy
2,688
+351
+15% +$88.1K 0.27% 60
2020
Q4 		$549K Sell
2,337
-72
-3% -$12.3K 0.25% 63
2020
Q3 		$344K Buy
2,409
+534
+28% +$63K 0.19% 88
2020
Q2 		$135K Buy
+1,875
New +$101K 0.08% 143
2019
Q4 		$49K Buy
+1,770
New +$38.4K 0.03% 235

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Group's TSLA Position: Q1 2024 in Review

Retirement Group increased its Tesla (TSLA) stake by 20% in Q1 2024, buying an estimated $31.5K and bringing the position to 976 shares worth $172K. The position accounts for 0.06% of the portfolio, ranked #122.

Retirement Group first reported a position in TSLA in Q4 2019 and has held it in 17 quarters since. The position peaked at $735K in Q1 2022. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

  • Retirement Group held 976 shares of Tesla worth $172K as of Q1 2024.
  • Retirement Group bought 161 Tesla shares in Q1 2024, an estimated $31.5K.
  • Tesla made up 0.06% of Retirement Group's portfolio in Q1 2024, its #122 holding.
  • Retirement Group first reported a position in Tesla in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Tesla position peaked at $735K in Q1 2022.
  • 2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.