Brightwater Advisory’s Tesla TSLA Stock Holding History

Brightwater Advisory’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 Q3	–	Sell	-1,680	Closed	-$332K	–	62
2024 Q2	$332K	Sell	1,680 -6	-0.4%	-$1.05K	0.26%	52
2024 Q1	$296K	Hold	1,686	–	–	0.24%	49
2023 Q4	$419K	Buy	+1,686	New	+$401K	0.35%	39

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

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

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

Brightwater Advisory's TSLA Position: Q3 2024 in Review

Brightwater Advisory sold out of Tesla (TSLA) in Q3 2024, closing a stake of 1,680 shares — an estimated $332K sold.

Brightwater Advisory first reported a position in TSLA in Q4 2023 and held it in 3 quarters. The position peaked at $419K in Q4 2023. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Brightwater Advisory reported no remaining Tesla position as of Q3 2024 after selling out during the quarter.
Brightwater Advisory sold 1,680 Tesla shares in Q3 2024, an estimated $332K.
Brightwater Advisory first reported a position in Tesla in Q4 2023 and held it in 3 quarters.
Brightwater Advisory's Tesla position peaked at $419K in Q4 2023.
3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Brightwater Advisory's 13F filing for Q3 2024, filed 8 Oct 2024.