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Signify Wealth’s Tesla TSLA Stock Holding History

Signify 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 		$5.79M Buy
14,342
+215
+2% +$69.2K 6.54% 5
2024
Q3 		$3.7M Sell
14,127
-1,538
-10% -$351K 4.53% 14
2024
Q2 		$3.1M Sell
15,665
-24
-0.2% -$4.19K 4.46% 10
2024
Q1 		$2.76M Sell
15,689
-4,871
-24% -$952K 4.57% 12
2023
Q4 		$5.11M Sell
20,560
-657
-3% -$156K 7.7% 2
2023
Q3 		$5.31M Sell
21,217
-1,779
-8% -$457K 7.14% 2
2023
Q2 		$6.02M Buy
22,996
+1,773
+8% +$355K 5.19% 6
2023
Q1 		$4.4M Buy
21,223
+593
+3% +$103K 3.89% 7
2022
Q4 		$2.54M Buy
20,630
+7,214
+54% +$1.37M 2.22% 19
2022
Q3 		$3.56M Buy
13,416
+3,297
+33% +$921K 3.78% 9
2022
Q2 		$2.27M Buy
10,119
+6,861
+211% +$1.87M 3.15% 6
2022
Q1 		$1.17M Buy
3,258
+423
+15% +$132K 0.79% 15
2021
Q4 		$999K Buy
2,835
+291
+11% +$97.6K 0.62% 14
2021
Q3 		$658K Buy
2,544
+3
+0.1% +$706 0.52% 14
2021
Q2 		$576K Sell
2,541
-99
-4% -$21.5K 0.44% 14
2021
Q1 		$588K Buy
2,640
+333
+14% +$83.6K 0.44% 13
2020
Q4 		$543K Buy
+2,307
New +$394K 0.43% 13

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

Signify Wealth's TSLA Position: Q4 2024 in Review

Signify Wealth increased its Tesla (TSLA) stake by 1.5% in Q4 2024, buying an estimated $69.2K and bringing the position to 14,342 shares worth $5.79M. The position accounts for 6.54% of the portfolio, ranked #5.

Signify Wealth first reported a position in TSLA in Q4 2020 and has held it in 17 quarters since. The position peaked at $6.02M in Q2 2023. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Signify Wealth held 14,342 shares of Tesla worth $5.79M as of Q4 2024.
  • Signify Wealth bought 215 Tesla shares in Q4 2024, an estimated $69.2K.
  • Tesla made up 6.54% of Signify Wealth's portfolio in Q4 2024, its #5 holding.
  • Signify Wealth first reported a position in Tesla in Q4 2020 and has held it in 17 quarters since.
  • Signify Wealth's Tesla position peaked at $6.02M in Q2 2023.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.