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Successful Portfolios’s Tesla TSLA Stock Holding History

Successful Portfolios’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 		– Sell
-1,162
Closed -$289K – 176
2023
Q4 		$289K Buy
+1,162
New +$276K 0.22% 109
2023
Q2 		– Sell
-1,019
Closed -$211K – 188
2023
Q1 		$211K Buy
+1,019
New +$178K 0.13% 171
2022
Q4 		– Sell
-1,332
Closed -$353K – 198
2022
Q3 		$353K Sell
1,332
-3
-0.2% -$838 0.26% 101
2022
Q2 		$300K Buy
1,335
+3
+0.2% +$819 0.2% 128
2022
Q1 		$478K Buy
1,332
+3
+0.2% +$934 0.27% 98
2021
Q4 		$468K Buy
1,329
+6
+0.5% +$2.01K 0.25% 97
2021
Q3 		$342K Buy
1,323
+42
+3% +$9.88K 0.2% 123
2021
Q2 		$290K Hold
1,281
– – 0.18% 148
2021
Q1 		$285K Buy
1,281
+15
+1% +$3.77K 0.19% 137
2020
Q4 		$298K Buy
+1,266
New +$216K 0.21% 124

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

Successful Portfolios's TSLA Position: Q1 2024 in Review

Successful Portfolios sold out of Tesla (TSLA) in Q1 2024, closing a stake of 1,162 shares — an estimated $289K sold.

Successful Portfolios first reported a position in TSLA in Q4 2020 and held it in 10 quarters. The position peaked at $478K in Q1 2022. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

  • Successful Portfolios reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
  • Successful Portfolios sold 1,162 Tesla shares in Q1 2024, an estimated $289K.
  • Successful Portfolios first reported a position in Tesla in Q4 2020 and held it in 10 quarters.
  • Successful Portfolios's Tesla position peaked at $478K in Q1 2022.
  • 2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Successful Portfolios's 13F filing for Q1 2024, filed 18 Apr 2024.