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AJ Wealth Strategies’s Tesla TSLA Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$490K Buy
1,871
+173
+10% +$34.6K 0.02% 184
2023
Q1 		$352K Sell
1,698
-276
-14% -$48.1K 0.02% 214
2022
Q4 		$243K Sell
1,974
-1,321
-40% -$250K 0.01% 259
2022
Q3 		$874K Buy
3,295
+448
+16% +$125K 0.05% 137
2022
Q2 		$639K Buy
2,847
+1,506
+112% +$411K 0.03% 166
2022
Q1 		$482K Buy
1,341
+684
+104% +$213K 0.02% 203
2021
Q4 		$231K Buy
+657
New +$220K 0.01% 271

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AJ Wealth Strategies's TSLA Position: Q2 2023 in Review

AJ Wealth Strategies increased its Tesla (TSLA) stake by 10% in Q2 2023, buying an estimated $34.6K and bringing the position to 1,871 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #184.

AJ Wealth Strategies first reported a position in TSLA in Q4 2021 and has held it in 7 quarters since. The position peaked at $874K in Q3 2022. 2,916 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

  • AJ Wealth Strategies held 1,871 shares of Tesla worth $490K as of Q2 2023.
  • AJ Wealth Strategies bought 173 Tesla shares in Q2 2023, an estimated $34.6K.
  • Tesla made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #184 holding.
  • AJ Wealth Strategies first reported a position in Tesla in Q4 2021 and has held it in 7 quarters since.
  • AJ Wealth Strategies's Tesla position peaked at $874K in Q3 2022.
  • 2,916 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.