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B. Riley Wealth Management’s Tesla TSLA Stock Holding History

B. Riley 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 		$38K Buy
19,395
+6,267
+48% +$1.71M 0.04% 82
2022
Q1 		$4.72M Sell
13,128
-156
-1% -$48.6K 0.36% 69
2021
Q4 		$4.68M Sell
13,284
-372
-3% -$125K 0.32% 75
2021
Q3 		$3.53M Sell
13,656
-663
-5% -$156K 0.27% 86
2021
Q2 		$3.24M Buy
14,319
+192
+1% +$41.7K 0.36% 73
2021
Q1 		$3.15M Buy
14,127
+1,329
+10% +$334K 0.37% 72
2020
Q4 		$3.01M Sell
12,798
-13,275
-51% -$2.27M 0.39% 66
2020
Q3 		$3.73M Buy
26,073
+10,848
+71% +$1.28M 0.44% 61
2020
Q2 		$1.1M Buy
+15,225
New +$824K 0.12% 155
2020
Q1 		– Sell
-25,620
Closed -$715K – 568
2019
Q4 		$715K Buy
25,620
+7,155
+39% +$155K 0.11% 176
2019
Q3 		$297K Sell
18,465
-720
-4% -$11.3K 0.05% 273
2019
Q2 		$286 Sell
19,185
-3,495
-15% -$54.4K 0.04% 291
2019
Q1 		$423K Sell
22,680
-1,365
-6% -$27.4K 0.07% 230
2018
Q4 		$533K Sell
24,045
-3,630
-13% -$78.1K 0.11% 178
2018
Q3 		$489K Buy
+27,675
New +$576K 0.12% 149
2016
Q1 		– Sell
-30,600
Closed -$489K – 160
2015
Q4 		$489K Buy
+30,600
New +$458K 0.62% 46
2015
Q3 		– Sell
-1,050
Closed -$18K – 698
2015
Q2 		$18K Sell
1,050
-1,950
-65% -$30.8K 0.01% 628
2015
Q1 		$37K Buy
3,000
+1,350
+82% +$18.2K 0.03% 474
2014
Q4 		$24K Sell
1,650
-34,185
-95% -$534K 0.02% 548
2014
Q3 		$128K Buy
35,835
+28,020
+359% +$462K 0.1% 253
2014
Q2 		$125K Sell
7,815
-7,485
-49% -$104K 0.08% 303
2014
Q1 		$213K Buy
+15,300
New +$205K 0.16% 174

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

B. Riley Wealth Management's TSLA Position: Q2 2022 in Review

B. Riley Wealth Management increased its Tesla (TSLA) stake by 48% in Q2 2022, buying an estimated $1.71M and bringing the position to 19,395 shares worth $38K. The position accounts for 0.04% of the portfolio, ranked #82.

B. Riley Wealth Management first reported a position in TSLA in Q1 2014 and has held it in 22 quarters since. The position peaked at $4.72M in Q1 2022. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • B. Riley Wealth Management held 19,395 shares of Tesla worth $38K as of Q2 2022.
  • B. Riley Wealth Management bought 6,267 Tesla shares in Q2 2022, an estimated $1.71M.
  • Tesla made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #82 holding.
  • B. Riley Wealth Management first reported a position in Tesla in Q1 2014 and has held it in 22 quarters since.
  • B. Riley Wealth Management's Tesla position peaked at $4.72M in Q1 2022.
  • 2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.