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Steward Partners Investment Solutions’s Tesla TSLA Stock Holding History

Steward Partners Investment Solutions’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 		$1.67M Buy
9,511
+5,148
+118% +$1.01M 0.28% 77
2023
Q4 		$1.08M Buy
+4,363
New +$1.04M 0.45% 58

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

Steward Partners Investment Solutions's TSLA Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Tesla (TSLA) stake by 118% in Q1 2024, buying an estimated $1.01M and bringing the position to 9,511 shares worth $1.67M. The position accounts for 0.28% of the portfolio, ranked #77.

Steward Partners Investment Solutions first reported a position in TSLA in Q4 2023 and has held it in 2 quarters since. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

  • Steward Partners Investment Solutions held 9,511 shares of Tesla worth $1.67M as of Q1 2024.
  • Steward Partners Investment Solutions bought 5,148 Tesla shares in Q1 2024, an estimated $1.01M.
  • Tesla made up 0.28% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #77 holding.
  • Steward Partners Investment Solutions first reported a position in Tesla in Q4 2023 and has held it in 2 quarters since.
  • 2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.