VitalStone Financial’s Tesla TSLA Stock Holding History

VitalStone Financial’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	$810K	Buy	3,095 +1,063	+52%	+$242K	0.55%	39
2024 Q2	$402K	Sell	2,032 -914	-31%	-$160K	0.29%	65
2024 Q1	$518K	Buy	2,946 +776	+36%	+$152K	0.4%	48
2023 Q4	$539K	Buy	2,170 +8	+0.4%	+$1.9K	0.43%	41
2023 Q3	$464K	Buy	2,162 +1,134	+110%	+$291K	0.39%	44
2023 Q2	$209K	Buy	1,028 +821	+397%	+$164K	0.12%	106
2023 Q1	$215K	Sell	207 -7,440	-97%	-$1.3M	0.18%	62
2022 Q4	$930K	Buy	+7,647	New	+$1.45M	0.63%	26

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

VitalStone Financial's TSLA Position: Q3 2024 in Review

VitalStone Financial increased its Tesla (TSLA) stake by 52% in Q3 2024, buying an estimated $242K and bringing the position to 3,095 shares worth $810K. The position accounts for 0.55% of the portfolio, ranked #39.

VitalStone Financial first reported a position in TSLA in Q4 2022 and has held it in 8 quarters since. The position peaked at $930K in Q4 2022. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

VitalStone Financial held 3,095 shares of Tesla worth $810K as of Q3 2024.
VitalStone Financial bought 1,063 Tesla shares in Q3 2024, an estimated $242K.
Tesla made up 0.55% of VitalStone Financial's portfolio in Q3 2024, its #39 holding.
VitalStone Financial first reported a position in Tesla in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Tesla position peaked at $930K in Q4 2022.
3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.