ZIMP
TSLA icon

Zimmermann Investment Management & Planning’s Tesla TSLA Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-4,920
Closed -$1.29M – 122
2024
Q3 		$1.29M Buy
4,920
+176
+4% +$40.1K 0.4% 57
2024
Q2 		$939K Sell
4,744
-105
-2% -$18.4K 0.31% 58
2024
Q1 		$852K Buy
4,849
+15
+0.3% +$2.93K 0.31% 62
2023
Q4 		$1.2M Buy
4,834
+5
+0.1% +$1.19K 0.49% 43
2023
Q3 		$1.21M Sell
4,829
-24
-0.5% -$6.17K 0.58% 46
2023
Q2 		$1.27M Buy
4,853
+17
+0.4% +$3.4K 0.59% 41
2023
Q1 		$1M Buy
4,836
+492
+11% +$85.8K 0.52% 45
2022
Q4 		$535K Buy
4,344
+46
+1% +$8.71K 0.31% 54
2022
Q3 		$1.14M Buy
4,298
+1,046
+32% +$292K 0.71% 32
2022
Q2 		$730K Buy
3,252
+153
+5% +$41.8K 0.5% 47
2022
Q1 		$1.11M Buy
3,099
+15
+0.5% +$4.67K 0.66% 39
2021
Q4 		$1.09M Buy
+3,084
New +$1.03M 0.61% 34

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

Zimmermann Investment Management & Planning's TSLA Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Tesla (TSLA) in Q4 2024, closing a stake of 4,920 shares — an estimated $1.29M sold.

Zimmermann Investment Management & Planning first reported a position in TSLA in Q4 2021 and held it in 12 quarters. The position peaked at $1.29M in Q3 2024. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 4,920 Tesla shares in Q4 2024, an estimated $1.29M.
  • Zimmermann Investment Management & Planning first reported a position in Tesla in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Tesla position peaked at $1.29M in Q3 2024.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.