Atria Wealth Solutions’s Tesla TSLA Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$22.1M	Sell	69,656 -87,977	-56%	-$26.5M	0.5%	34
2025 Q1	$40.9M	Sell	157,633 -17,715	-10%	-$5.9M	0.49%	33
2024 Q4	$70.8M	Buy	175,348 +2,124	+1%	+$683K	0.78%	16
2024 Q3	$45.3M	Sell	173,224 -15,846	-8%	-$3.61M	0.49%	33
2024 Q2	$37.4M	Sell	189,070 -11,835	-6%	-$2.07M	0.41%	40
2024 Q1	$35.3M	Sell	200,905 -16,139	-7%	-$3.15M	0.4%	39
2023 Q4	$53.9M	Sell	217,044 -3,434	-2%	-$816K	0.68%	17
2023 Q3	$55.2M	Buy	220,478 +8,665	+4%	+$2.23M	0.77%	16
2023 Q2	$55.4M	Buy	211,813 +6,393	+3%	+$1.28M	0.76%	16
2023 Q1	$42.6M	Buy	205,420 +30,156	+17%	+$5.26M	0.63%	19
2022 Q4	$21.6M	Buy	175,264 +35	+0%	+$6.63K	0.35%	68
2022 Q3	$46.5M	Sell	175,229 -1,555	-0.9%	-$434K	0.81%	18
2022 Q2	$39.7M	Buy	176,784 +24,234	+16%	+$6.61M	0.8%	19
2022 Q1	$54.8M	Buy	+152,550	New	+$47.5M	0.91%	14

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return