Advocacy Wealth Management Services’s Tesla TSLA Stock Holding History

Advocacy Wealth Management Services’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
2022 Q1	–	Sell	-36	Closed	-$13K	–	225
2021 Q4	$13K	Hold	36	–	–	﹤0.01%	117
2021 Q3	$9K	Hold	36	–	–	﹤0.01%	125
2021 Q2	$8K	Hold	36	–	–	﹤0.01%	144
2021 Q1	$8K	Hold	36	–	–	﹤0.01%	126
2020 Q4	$8K	Buy	+36	New	+$6.14K	﹤0.01%	121
2019 Q1	–	Sell	-675	Closed	-$15K	–	171
2018 Q4	$15K	Hold	675	–	–	0.01%	98
2018 Q3	$12K	Hold	675	–	–	0.01%	121
2018 Q2	$15K	Hold	675	–	–	0.01%	107
2018 Q1	$12K	Hold	675	–	–	0.01%	120
2017 Q4	$14K	Sell	675 -1,125	-63%	-$24.5K	0.01%	136
2017 Q3	$36K	Buy	1,800 +1,125	+167%	+$26K	0.01%	84
2017 Q2	$16K	Sell	675 -450	-40%	-$9.91K	0.01%	156
2017 Q1	$21K	Hold	1,125	–	–	0.01%	150
2016 Q4	$16K	Hold	1,125	–	–	﹤0.01%	162
2016 Q3	$15K	Buy	1,125 +675	+150%	+$9.75K	0.01%	240
2016 Q2	$6K	Hold	450	–	–	﹤0.01%	339
2016 Q1	$7K	Hold	450	–	–	﹤0.01%	392
2015 Q4	$7K	Buy	+450	New	+$6.73K	0.01%	395

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advocacy Wealth Management Services's TSLA Position: Q1 2022 in Review

Advocacy Wealth Management Services sold out of Tesla (TSLA) in Q1 2022, closing a stake of 36 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in TSLA in Q4 2015 and held it in 18 quarters. The position peaked at $36K in Q3 2017. 2,799 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

Advocacy Wealth Management Services reported no remaining Tesla position as of Q1 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 36 Tesla shares in Q1 2022, an estimated $13K.
Advocacy Wealth Management Services first reported a position in Tesla in Q4 2015 and held it in 18 quarters.
Advocacy Wealth Management Services's Tesla position peaked at $36K in Q3 2017.
2,799 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2022, filed 4 Apr 2022.