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Sugarloaf Wealth Management’s Tesla TSLA Stock Holding History

Sugarloaf Wealth Management’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 		$1.05M Buy
2,588
+14
+0.5% +$4.5K 0.2% 55
2024
Q3 		$673K Buy
2,574
+248
+11% +$56.6K 0.13% 74
2024
Q2 		$460K Buy
2,326
+2
+0.1% +$350 0.09% 93
2024
Q1 		$409K Hold
2,324
– – 0.08% 100
2023
Q4 		$577K Sell
2,324
-25
-1% -$5.94K 0.14% 75
2023
Q3 		$588K Hold
2,349
– – 0.15% 70
2023
Q2 		$615K Sell
2,349
-175
-7% -$35K 0.14% 70
2023
Q1 		$524K Buy
2,524
+18
+0.7% +$3.14K 0.13% 75
2022
Q4 		$309K Sell
2,506
-661
-21% -$125K 0.08% 100
2022
Q3 		$840K Buy
3,167
+500
+19% +$140K 0.22% 54
2022
Q2 		$598K Buy
2,667
+582
+28% +$159K 0.15% 64
2022
Q1 		$749K Buy
2,085
+84
+4% +$26.2K 0.18% 54
2021
Q4 		$704K Sell
2,001
-507
-20% -$170K 0.17% 57
2021
Q3 		$648K Buy
2,508
+153
+6% +$36K 0.17% 56
2021
Q2 		$534K Sell
2,355
-177
-7% -$38.4K 0.15% 64
2021
Q1 		$564 Sell
2,532
-27
-1% -$6.78K 0.17% 63
2020
Q4 		$602K Sell
2,559
-36
-1% -$6.14K 0.2% 59
2020
Q3 		$371K Buy
2,595
+630
+32% +$74.4K 0.14% 76
2020
Q2 		$141K Hold
1,965
– – 0.05% 134
2020
Q1 		$69K Buy
1,965
+150
+8% +$6.22K 0.03% 184
2019
Q4 		$51K Buy
+1,815
New +$39.4K 0.02% 244

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

Sugarloaf Wealth Management's TSLA Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Tesla (TSLA) stake by 0.54% in Q4 2024, buying an estimated $4.5K and bringing the position to 2,588 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #55.

Sugarloaf Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 21 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Sugarloaf Wealth Management held 2,588 shares of Tesla worth $1.05M as of Q4 2024.
  • Sugarloaf Wealth Management bought 14 Tesla shares in Q4 2024, an estimated $4.5K.
  • Tesla made up 0.2% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #55 holding.
  • Sugarloaf Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 21 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.