1858 Wealth Management’s Tesla TSLA Stock Holding History

1858 Wealth Management’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 Q2	–	Sell	-5,739	Closed	-$1.43M	–	144
2024 Q1	$1.43M	Hold	5,739	–	–	1.35%	22
2023 Q4	$1.43M	Buy	+5,739	New	+$1.36M	1.35%	22

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

1858 Wealth Management's TSLA Position: Q2 2024 in Review

1858 Wealth Management sold out of Tesla (TSLA) in Q2 2024, closing a stake of 5,739 shares — an estimated $1.43M sold.

1858 Wealth Management first reported a position in TSLA in Q4 2023 and held it in 2 quarters. The position peaked at $1.43M in Q1 2024. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

1858 Wealth Management reported no remaining Tesla position as of Q2 2024 after selling out during the quarter.
1858 Wealth Management sold 5,739 Tesla shares in Q2 2024, an estimated $1.43M.
1858 Wealth Management first reported a position in Tesla in Q4 2023 and held it in 2 quarters.
1858 Wealth Management's Tesla position peaked at $1.43M in Q1 2024.
2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.