BDO Wealth Advisors’s Tesla TSLA Stock Holding History

BDO Wealth Advisors’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	$2.68M	Buy	10,257 +259	+3%	+$51.8K	0.31%	71
2023 Q1	$2.07M	Sell	9,998 -2,034	-17%	-$355K	0.25%	83
2022 Q4	$1.48M	Buy	12,032 +78	+0.7%	+$14.8K	0.18%	106
2022 Q3	$3.17M	Buy	11,954 +1,832	+18%	+$512K	0.42%	46
2022 Q2	$2.27M	Buy	10,122 +75	+0.7%	+$20.5K	0.28%	72
2022 Q1	$3.61M	Buy	10,047 +1,752	+21%	+$546K	0.39%	49
2021 Q4	$2.92M	Buy	8,295 +513	+7%	+$172K	0.31%	62
2021 Q3	$2.01M	Sell	7,782 -144	-2%	-$33.9K	0.22%	79
2021 Q2	$1.8M	Sell	7,926 -2,154	-21%	-$468K	0.2%	87
2021 Q1	$2.24M	Buy	10,080 +6,897	+217%	+$1.73M	0.26%	70
2020 Q4	$749K	Buy	3,183 +123	+4%	+$21K	0.11%	123
2020 Q3	$438K	Sell	3,060 -255	-8%	-$30.1K	0.07%	139
2020 Q2	$239K	Sell	3,315 -165	-5%	-$8.93K	0.04%	198
2020 Q1	$122K	Buy	3,480 +3,375	+3,214%	+$140K	0.02%	251
2019 Q4	$3K	Hold	105	–	–	﹤0.01%	546
2019 Q3	$2K	Sell	105 -600	-85%	-$9.39K	﹤0.01%	600
2019 Q2	$11K	Hold	705	–	–	﹤0.01%	443
2019 Q1	$13K	Hold	705	–	–	﹤0.01%	412
2018 Q4	$16K	Buy	+705	New	+$15.2K	0.01%	368

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BDO Wealth Advisors's TSLA Position: Q2 2023 in Review

BDO Wealth Advisors increased its Tesla (TSLA) stake by 2.6% in Q2 2023, buying an estimated $51.8K and bringing the position to 10,257 shares worth $2.68M. The position accounts for 0.31% of the portfolio, ranked #71.

BDO Wealth Advisors first reported a position in TSLA in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.61M in Q1 2022. 2,915 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

BDO Wealth Advisors held 10,257 shares of Tesla worth $2.68M as of Q2 2023.
BDO Wealth Advisors bought 259 Tesla shares in Q2 2023, an estimated $51.8K.
Tesla made up 0.31% of BDO Wealth Advisors's portfolio in Q2 2023, its #71 holding.
BDO Wealth Advisors first reported a position in Tesla in Q4 2018 and has held it in 19 quarters since.
BDO Wealth Advisors's Tesla position peaked at $3.61M in Q1 2022.
2,915 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.