Brewin Dolphin Wealth Management’s Tesla TSLA Stock Holding History

Brewin Dolphin 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
2022 Q2	$578K	Hold	2,577	–	–	0.06%	91
2022 Q1	$926K	Hold	2,577	–	–	0.1%	74
2021 Q4	$908K	Hold	2,577	–	–	0.1%	78
2021 Q3	$666K	Hold	2,577	–	–	0.08%	82
2021 Q2	$584K	Hold	2,577	–	–	0.07%	87
2021 Q1	$574K	Sell	2,577 -447	-15%	-$112K	0.09%	83
2020 Q4	$711K	Buy	3,024 +60	+2%	+$10.2K	0.12%	71
2020 Q3	$424K	Buy	2,964 +429	+17%	+$50.7K	0.08%	85
2020 Q2	$182K	Buy	2,535 +840	+50%	+$45.4K	0.04%	102
2020 Q1	$59.2K	Buy	1,695 +645	+61%	+$26.7K	0.03%	104
2019 Q4	$29.3K	Hold	1,050	–	–	0.01%	144
2019 Q3	$16.9K	Hold	1,050	–	–	0.01%	155
2019 Q2	$15.6K	Hold	1,050	–	–	0.01%	163
2019 Q1	$19.6K	Hold	1,050	–	–	0.01%	154
2018 Q4	$23.3K	Hold	1,050	–	–	0.01%	136
2018 Q3	$18.5K	Hold	1,050	–	–	0.01%	153
2018 Q2	$24K	Hold	1,050	–	–	0.01%	142
2018 Q1	$18.6K	Hold	1,050	–	–	0.01%	146
2017 Q4	$21.8K	Hold	1,050	–	–	0.01%	133
2017 Q3	$23.9K	Buy	+1,050	New	+$24.2K	0.02%	118

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Brewin Dolphin Wealth Management's TSLA Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Tesla (TSLA) position steady in Q2 2022 at 2,577 shares worth $578K. The position accounts for 0.06% of the portfolio, ranked #91.

Brewin Dolphin Wealth Management first reported a position in TSLA in Q3 2017 and has held it in 20 quarters since. The position peaked at $926K in Q1 2022. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

Brewin Dolphin Wealth Management held 2,577 shares of Tesla worth $578K as of Q2 2022.
Brewin Dolphin Wealth Management left its Tesla share count unchanged in Q2 2022.
Tesla made up 0.06% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #91 holding.
Brewin Dolphin Wealth Management first reported a position in Tesla in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's Tesla position peaked at $926K in Q1 2022.
2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.