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StrategIQ Financial Group’s Tesla TSLA Stock Holding History

StrategIQ Financial 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
2023
Q4 		$703K Hold
2,831
– – 0.08% 179
2023
Q3 		$708K Buy
2,831
+20
+0.7% +$5.14K 0.08% 174
2023
Q2 		$736K Buy
2,811
+60
+2% +$12K 0.08% 169
2023
Q1 		$571K Buy
2,751
+20
+0.7% +$3.49K 0.07% 185
2022
Q4 		$336K Sell
2,731
-500
-15% -$94.7K 0.04% 226
2022
Q3 		$857K Hold
3,231
– – 0.11% 129
2022
Q2 		$725K Buy
3,231
+15
+0.5% +$4.09K 0.09% 155
2022
Q1 		$1.16M Buy
3,216
+18
+0.6% +$5.61K 0.13% 124
2021
Q4 		$1.13M Buy
+3,198
New +$1.07M 0.11% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

StrategIQ Financial Group's TSLA Position: Q4 2023 in Review

StrategIQ Financial Group held its Tesla (TSLA) position steady in Q4 2023 at 2,831 shares worth $703K. The position accounts for 0.08% of the portfolio, ranked #179.

StrategIQ Financial Group first reported a position in TSLA in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.16M in Q1 2022. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

  • StrategIQ Financial Group held 2,831 shares of Tesla worth $703K as of Q4 2023.
  • StrategIQ Financial Group left its Tesla share count unchanged in Q4 2023.
  • Tesla made up 0.08% of StrategIQ Financial Group's portfolio in Q4 2023, its #179 holding.
  • StrategIQ Financial Group first reported a position in Tesla in Q4 2021 and has held it in 9 quarters since.
  • StrategIQ Financial Group's Tesla position peaked at $1.16M in Q1 2022.
  • 3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.