Beam Wealth Advisors’s Tesla TSLA Stock Holding History

Beam 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
2024 Q2	–	Sell	-1,185	Closed	-$208K	–	148
2024 Q1	$208K	Sell	1,185 -548	-32%	-$107K	0.13%	105
2023 Q4	$430K	Buy	1,733 +30	+2%	+$7.13K	0.27%	58
2023 Q3	$426K	Buy	1,703 +32	+2%	+$8.22K	0.3%	57
2023 Q2	$437K	Buy	1,671 +26	+2%	+$5.2K	0.3%	59
2023 Q1	$341K	Buy	1,645 +1	+0.1%	+$174	0.34%	62
2022 Q4	$203K	Hold	1,644	–	–	0.21%	98
2022 Q3	$436K	Sell	1,644 -3	-0.2%	-$838	0.49%	60
2022 Q2	$370K	Buy	1,647 +63	+4%	+$17.2K	0.41%	64
2022 Q1	$569K	Hold	1,584	–	–	0.65%	48
2021 Q4	$558K	Sell	1,584 -285	-15%	-$95.6K	0.64%	49
2021 Q3	$483K	Hold	1,869	–	–	0.41%	79
2021 Q2	$423K	Buy	1,869 +3	+0.2%	+$651	0.36%	82
2021 Q1	$415K	Buy	1,866 +783	+72%	+$197K	0.37%	84
2020 Q4	$255K	Sell	1,083 -2,817	-72%	-$481K	0.24%	99
2020 Q3	$558K	Buy	3,900 +150	+4%	+$17.7K	0.52%	57
2020 Q2	$343K	Buy	+3,750	New	+$203K	0.35%	89

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Beam Wealth Advisors's TSLA Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Tesla (TSLA) in Q2 2024, closing a stake of 1,185 shares — an estimated $208K sold.

Beam Wealth Advisors first reported a position in TSLA in Q2 2020 and held it in 16 quarters. The position peaked at $569K in Q1 2022. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

Beam Wealth Advisors reported no remaining Tesla position as of Q2 2024 after selling out during the quarter.
Beam Wealth Advisors sold 1,185 Tesla shares in Q2 2024, an estimated $208K.
Beam Wealth Advisors first reported a position in Tesla in Q2 2020 and held it in 16 quarters.
Beam Wealth Advisors's Tesla position peaked at $569K in Q1 2022.
2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.