ZF
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Zega Financial’s Tesla TSLA Stock Holding History

Zega 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 		$2.17M Buy
8,308
+1,435
+21% +$327K 0.33% 24
2024
Q2 		$1.36M Buy
6,873
+785
+13% +$137K 0.24% 32
2024
Q1 		$1.07M Sell
6,088
-3,284
-35% -$642K 0.37% 29
2023
Q4 		$2.33M Buy
+9,372
New +$2.23M 0.75% 20

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zega Financial's TSLA Position: Q3 2024 in Review

Zega Financial increased its Tesla (TSLA) stake by 21% in Q3 2024, buying an estimated $327K and bringing the position to 8,308 shares worth $2.17M. The position accounts for 0.33% of the portfolio, ranked #24.

Zega Financial first reported a position in TSLA in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.33M in Q4 2023. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Zega Financial held 8,308 shares of Tesla worth $2.17M as of Q3 2024.
  • Zega Financial bought 1,435 Tesla shares in Q3 2024, an estimated $327K.
  • Tesla made up 0.33% of Zega Financial's portfolio in Q3 2024, its #24 holding.
  • Zega Financial first reported a position in Tesla in Q4 2023 and has held it in 4 quarters since.
  • Zega Financial's Tesla position peaked at $2.33M in Q4 2023.
  • 3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.