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Source Financial Advisors’s Tesla TSLA Stock Holding History

Source Financial Advisors’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 		$550K Buy
2,104
+310
+17% +$70.7K 0.16% 66
2024
Q2 		$355K Sell
1,794
-41
-2% -$7.17K 0.11% 84
2024
Q1 		$323K Sell
1,835
-153
-8% -$29.9K 0.1% 95
2023
Q4 		$494K Sell
1,988
-41
-2% -$9.74K 0.15% 81
2023
Q3 		$508K Buy
2,029
+253
+14% +$65K 0.17% 72
2023
Q2 		$465K Buy
1,776
+216
+14% +$43.2K 0.15% 85
2023
Q1 		$324K Buy
+1,560
New +$272K 0.11% 95
2022
Q4 		– Sell
-1,709
Closed -$453K – 119
2022
Q3 		$453K Sell
1,709
-292
-15% -$81.5K 0.18% 77
2022
Q2 		$449K Buy
2,001
+711
+55% +$194K 0.18% 76
2022
Q1 		$463K Buy
1,290
+66
+5% +$20.6K 0.14% 79
2021
Q4 		$432K Buy
1,224
+18
+1% +$6.04K 0.12% 84
2021
Q3 		$312K Buy
+1,206
New +$284K 0.08% 88

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Source Financial Advisors's TSLA Position: Q3 2024 in Review

Source Financial Advisors increased its Tesla (TSLA) stake by 17% in Q3 2024, buying an estimated $70.7K and bringing the position to 2,104 shares worth $550K. The position accounts for 0.16% of the portfolio, ranked #66.

Source Financial Advisors first reported a position in TSLA in Q3 2021 and has held it in 12 quarters since. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Source Financial Advisors held 2,104 shares of Tesla worth $550K as of Q3 2024.
  • Source Financial Advisors bought 310 Tesla shares in Q3 2024, an estimated $70.7K.
  • Tesla made up 0.16% of Source Financial Advisors's portfolio in Q3 2024, its #66 holding.
  • Source Financial Advisors first reported a position in Tesla in Q3 2021 and has held it in 12 quarters since.
  • 3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.