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BT Wealth Management’s Tesla TSLA Stock Holding History

BT 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 		$229K Hold
1,020
– – 0.06% 60
2022
Q1 		$366K Buy
1,020
+45
+5% +$14K 0.1% 46
2021
Q4 		$343K Hold
975
– – 0.09% 48
2021
Q3 		$252K Buy
975
+27
+3% +$6.36K 0.08% 46
2021
Q2 		$215K Buy
948
+3
+0.3% +$651 0.07% 55
2021
Q1 		$210K Buy
+945
New +$237K 0.07% 58

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BT Wealth Management's TSLA Position: Q2 2022 in Review

BT Wealth Management held its Tesla (TSLA) position steady in Q2 2022 at 1,020 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #60.

BT Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 6 quarters since. The position peaked at $366K in Q1 2022. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • BT Wealth Management held 1,020 shares of Tesla worth $229K as of Q2 2022.
  • BT Wealth Management left its Tesla share count unchanged in Q2 2022.
  • Tesla made up 0.06% of BT Wealth Management's portfolio in Q2 2022, its #60 holding.
  • BT Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 6 quarters since.
  • BT Wealth Management's Tesla position peaked at $366K in Q1 2022.
  • 2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.