BKM Wealth Management’s Tesla TSLA Stock Holding History

BKM 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
2024 Q1	–	Sell	-12	Closed	-$2.98K	–	524
2023 Q4	$2.98K	Buy	+12	New	+$2.85K	﹤0.01%	543

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BKM Wealth Management's TSLA Position: Q1 2024 in Review

BKM Wealth Management sold out of Tesla (TSLA) in Q1 2024, closing a stake of 12 shares — an estimated $2.98K sold.

BKM Wealth Management first reported a position in TSLA in Q4 2023 and held it in 1 quarter. The position peaked at $2.98K in Q4 2023. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

BKM Wealth Management reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 12 Tesla shares in Q1 2024, an estimated $2.98K.
BKM Wealth Management first reported a position in Tesla in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Tesla position peaked at $2.98K in Q4 2023.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.