Seven Post Investment Office’s Tesla TSLA Stock Holding History

Seven Post Investment Office’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	–	Sell	-2,250	Closed	-$589K	–	54
2024 Q3	$589K	Hold	2,250	–	–	0.09%	38
2024 Q2	$445K	Hold	2,250	–	–	0.08%	41
2024 Q1	$396K	Hold	2,250	–	–	0.1%	46
2023 Q4	$559K	Hold	2,250	–	–	0.14%	37
2023 Q3	$563K	Hold	2,250	–	–	0.16%	35
2023 Q2	$589K	Hold	2,250	–	–	0.18%	34
2023 Q1	$467K	Hold	2,250	–	–	0.17%	34
2022 Q4	$277K	Hold	2,250	–	–	0.1%	46
2022 Q3	$597K	Hold	2,250	–	–	0.23%	26
2022 Q2	$505K	Hold	2,250	–	–	0.19%	30
2022 Q1	$808K	Hold	2,250	–	–	0.25%	26
2021 Q4	$793K	Hold	2,250	–	–	0.21%	26
2021 Q3	$582K	Hold	2,250	–	–	0.18%	30
2021 Q2	$510K	Hold	2,250	–	–	0.15%	31
2021 Q1	$501K	Hold	2,250	–	–	0.18%	26
2020 Q4	$529K	Hold	2,250	–	–	0.22%	24
2020 Q3	$322K	Buy	+2,250	New	+$266K	0.13%	35

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Seven Post Investment Office's TSLA Position: Q4 2024 in Review

Seven Post Investment Office sold out of Tesla (TSLA) in Q4 2024, closing a stake of 2,250 shares — an estimated $589K sold.

Seven Post Investment Office first reported a position in TSLA in Q3 2020 and held it in 17 quarters. The position peaked at $808K in Q1 2022. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Seven Post Investment Office reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
Seven Post Investment Office sold 2,250 Tesla shares in Q4 2024, an estimated $589K.
Seven Post Investment Office first reported a position in Tesla in Q3 2020 and held it in 17 quarters.
Seven Post Investment Office's Tesla position peaked at $808K in Q1 2022.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.