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Altium Wealth Management’s Tesla TSLA Stock Holding History

Altium 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
2022
Q2 		$9.02M Buy
40,197
+10,248
+34% +$2.8M 0.65% 26
2022
Q1 		$10.8M Buy
29,949
+8,373
+39% +$2.61M 0.69% 25
2021
Q4 		$7.6M Buy
21,576
+2,136
+11% +$716K 0.49% 30
2021
Q3 		$5.03M Buy
19,440
+7,089
+57% +$1.67M 0.36% 33
2021
Q2 		$2.8M Sell
12,351
-2,007
-14% -$436K 0.21% 55
2021
Q1 		$3.2M Buy
14,358
+3,864
+37% +$970K 0.26% 44
2020
Q4 		$2.47M Buy
10,494
+2,388
+29% +$408K 0.22% 53
2020
Q3 		$1.16M Sell
8,106
-84
-1% -$9.92K 0.12% 86
2020
Q2 		$590K Hold
8,190
– – 0.07% 135
2020
Q1 		$286K Buy
+8,190
New +$340K 0.04% 226

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Altium Wealth Management's TSLA Position: Q2 2022 in Review

Altium Wealth Management increased its Tesla (TSLA) stake by 34% in Q2 2022, buying an estimated $2.8M and bringing the position to 40,197 shares worth $9.02M. The position accounts for 0.65% of the portfolio, ranked #26.

Altium Wealth Management first reported a position in TSLA in Q1 2020 and has held it in 10 quarters since. The position peaked at $10.8M in Q1 2022. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • Altium Wealth Management held 40,197 shares of Tesla worth $9.02M as of Q2 2022.
  • Altium Wealth Management bought 10,248 Tesla shares in Q2 2022, an estimated $2.8M.
  • Tesla made up 0.65% of Altium Wealth Management's portfolio in Q2 2022, its #26 holding.
  • Altium Wealth Management first reported a position in Tesla in Q1 2020 and has held it in 10 quarters since.
  • Altium Wealth Management's Tesla position peaked at $10.8M in Q1 2022.
  • 2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.