Boyd Wealth Management’s Tesla TSLA Stock Holding History

Boyd 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 Q2	–	Sell	-2,200	Closed	-$387K	–	47
2024 Q1	$387K	Hold	2,200	–	–	0.22%	35
2023 Q4	$547K	Hold	2,200	–	–	0.34%	31
2023 Q3	$550K	Hold	2,200	–	–	0.37%	29
2023 Q2	$576K	Hold	2,200	–	–	0.35%	30
2023 Q1	$456K	Hold	2,200	–	–	0.32%	32
2022 Q4	$271K	Buy	2,200 +25	+1%	+$4.73K	0.2%	38
2022 Q3	$577K	Hold	2,175	–	–	0.46%	27
2022 Q2	$488K	Hold	2,175	–	–	0.4%	30
2022 Q1	$781K	Hold	2,175	–	–	0.58%	21
2021 Q4	$766K	Buy	+2,175	New	+$729K	0.56%	23

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

Boyd Wealth Management's TSLA Position: Q2 2024 in Review

Boyd Wealth Management sold out of Tesla (TSLA) in Q2 2024, closing a stake of 2,200 shares — an estimated $387K sold.

Boyd Wealth Management first reported a position in TSLA in Q4 2021 and held it in 10 quarters. The position peaked at $781K in Q1 2022. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

Boyd Wealth Management reported no remaining Tesla position as of Q2 2024 after selling out during the quarter.
Boyd Wealth Management sold 2,200 Tesla shares in Q2 2024, an estimated $387K.
Boyd Wealth Management first reported a position in Tesla in Q4 2021 and held it in 10 quarters.
Boyd Wealth Management's Tesla position peaked at $781K in Q1 2022.
2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Boyd Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.