BerganKDV Wealth Management’s Tesla TSLA Stock Holding History

BerganKDV 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
2023 Q2	$123K	Sell	469 -445	-49%	-$89K	0.01%	273
2023 Q1	$190K	Sell	914 -995	-52%	-$174K	0.02%	237
2022 Q4	$235K	Buy	1,909 +101	+6%	+$19.1K	0.03%	221
2022 Q3	$480K	Sell	1,808 -598	-25%	-$167K	0.06%	165
2022 Q2	$540K	Sell	2,406 -1,140	-32%	-$311K	0.06%	171
2022 Q1	$1.27M	Sell	3,546 -3,762	-51%	-$1.17M	0.14%	115
2021 Q4	$2.57M	Buy	7,308 +45	+0.6%	+$15.1K	0.27%	80
2021 Q3	$1.88M	Sell	7,263 -63	-0.9%	-$14.8K	0.21%	91
2021 Q2	$1.66M	Buy	7,326 +33	+0.5%	+$7.16K	0.2%	92
2021 Q1	$1.62M	Buy	7,293 +45	+0.6%	+$11.3K	0.21%	93
2020 Q4	$1.71M	Sell	7,248 -30	-0.4%	-$5.12K	0.24%	83
2020 Q3	$1.04M	Buy	7,278 +483	+7%	+$57K	0.16%	98
2020 Q2	$489K	Hold	6,795	–	–	0.08%	147
2020 Q1	$237K	Buy	6,795 +75	+1%	+$3.11K	0.05%	196
2019 Q4	$187K	Buy	6,720 +105	+2%	+$2.28K	0.03%	229
2019 Q3	$106K	Hold	6,615	–	–	0.02%	254
2019 Q2	$99K	Buy	6,615 +1,185	+22%	+$18.4K	0.02%	264
2019 Q1	$101K	Hold	5,430	–	–	0.02%	278
2018 Q4	$120K	Hold	5,430	–	–	0.03%	219
2018 Q3	$96K	Hold	5,430	–	–	0.02%	256
2018 Q2	$124K	Buy	+5,430	New	+$110K	0.03%	230

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

BerganKDV Wealth Management's TSLA Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Tesla (TSLA) stake by 49% in Q2 2023, selling an estimated $89K and leaving 469 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #273.

BerganKDV Wealth Management first reported a position in TSLA in Q2 2018 and has held it in 21 quarters since. The position peaked at $2.57M in Q4 2021. 2,915 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

BerganKDV Wealth Management held 469 shares of Tesla worth $123K as of Q2 2023.
BerganKDV Wealth Management sold 445 Tesla shares in Q2 2023, an estimated $89K.
Tesla made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #273 holding.
BerganKDV Wealth Management first reported a position in Tesla in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Tesla position peaked at $2.57M in Q4 2021.
2,915 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.