Telemus Capital’s Tesla TSLA Stock Holding History

Telemus Capital’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
2019 Q1	–	Sell	-4,500	Closed	-$7K	–	449
2018 Q4	$7K	Buy	+4,500	New	+$96.8K	﹤0.01%	416

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Telemus Capital's TSLA Position: Q4 2023 in Review

Telemus Capital increased its Tesla (TSLA) stake by 0.88% in Q4 2023, buying an estimated $6.65K and bringing the position to 3,200 shares worth $795K. The position accounts for 0.07% of the portfolio, ranked #182.

Telemus Capital first reported a position in TSLA in Q1 2016 and has held it in 28 quarters since. The position peaked at $3.07M in Q3 2020. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Telemus Capital held 3,200 shares of Tesla worth $795K as of Q4 2023.
Telemus Capital bought 28 Tesla shares in Q4 2023, an estimated $6.65K.
Tesla made up 0.07% of Telemus Capital's portfolio in Q4 2023, its #182 holding.
Telemus Capital first reported a position in Tesla in Q1 2016 and has held it in 28 quarters since.
Telemus Capital's Tesla position peaked at $3.07M in Q3 2020.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.