The Family Firm’s Tesla TSLA Stock Holding History

The Family Firm’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 Q3	–	Sell	-352	Closed	-$69.7K	–	785
2024 Q2	$69.7K	Buy	+352	New	+$61.5K	0.02%	338

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

The Family Firm's TSLA Position: Q3 2024 in Review

The Family Firm sold out of Tesla (TSLA) in Q3 2024, closing a stake of 352 shares — an estimated $69.7K sold.

The Family Firm first reported a position in TSLA in Q2 2024 and held it in 1 quarter. The position peaked at $69.7K in Q2 2024. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

The Family Firm reported no remaining Tesla position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 352 Tesla shares in Q3 2024, an estimated $69.7K.
The Family Firm first reported a position in Tesla in Q2 2024 and held it in 1 quarter.
The Family Firm's Tesla position peaked at $69.7K in Q2 2024.
3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.