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Wintrust Investments’s Tesla TSLA Stock Holding History

Wintrust Investments’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 		$137K Sell
341
-47
-12% -$15.1K 0.12% 133
2024
Q3 		$101K Sell
388
-1,864
-83% -$425K 0.07% 211
2024
Q2 		$446K Buy
2,252
+760
+51% +$133K 0.04% 306
2024
Q1 		$262K Sell
1,492
-263
-15% -$51.4K 0.02% 404
2023
Q4 		$436K Sell
1,755
-83
-5% -$19.7K 0.04% 291
2023
Q3 		$460K Buy
1,838
+201
+12% +$51.6K 0.05% 270
2023
Q2 		$429K Buy
+1,637
New +$327K 0.04% 282
2023
Q1 		– Sell
-1,738
Closed -$214K – 391
2022
Q4 		$214K Sell
1,738
-181
-9% -$34.3K 0.03% 344
2022
Q3 		$509K Buy
1,919
+236
+14% +$65.9K 0.06% 226
2022
Q2 		$378K Sell
1,683
-36
-2% -$9.83K 0.05% 263
2022
Q1 		$617K Buy
1,719
+72
+4% +$22.4K 0.06% 224
2021
Q4 		$580K Sell
1,647
-11,688
-88% -$3.92M 0.06% 240
2021
Q3 		$3.29M Sell
13,335
-14,679
-52% -$3.45M 0.44% 37
2021
Q2 		$6.45M Sell
28,014
-2,064
-7% -$448K 0.66% 29
2021
Q1 		$6.94M Buy
30,078
+297
+1% +$74.6K 0.72% 27
2020
Q4 		$6.82M Buy
29,781
+28,164
+1,742% +$4.81M 1.94% 13
2020
Q3 		$231K Buy
+1,617
New +$191K 0.03% 304

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

Wintrust Investments's TSLA Position: Q4 2024 in Review

Wintrust Investments reduced its Tesla (TSLA) stake by 12% in Q4 2024, selling an estimated $15.1K and leaving 341 shares worth $137K. The position accounts for 0.12% of the portfolio, ranked #133.

Wintrust Investments first reported a position in TSLA in Q3 2020 and has held it in 17 quarters since. The position peaked at $6.94M in Q1 2021. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Wintrust Investments held 341 shares of Tesla worth $137K as of Q4 2024.
  • Wintrust Investments sold 47 Tesla shares in Q4 2024, an estimated $15.1K.
  • Tesla made up 0.12% of Wintrust Investments's portfolio in Q4 2024, its #133 holding.
  • Wintrust Investments first reported a position in Tesla in Q3 2020 and has held it in 17 quarters since.
  • Wintrust Investments's Tesla position peaked at $6.94M in Q1 2021.
  • 3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.