Buckingham Strategic Wealth’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $16M | Sell |
80,746
-11,940
| -13% | -$2.09M | 0.17% | 73 |
|
|
2024
Q1 | $16.3M | Sell |
92,686
-82
| -0.1% | -$16K | 0.17% | 70 |
|
|
2023
Q4 | $23.1M | Buy |
92,768
+1,098
| +1% | +$261K | 0.27% | 51 |
|
|
2023
Q3 | $22.9M | Sell |
91,670
-2,937
| -3% | -$754K | 0.32% | 44 |
|
|
2023
Q2 | $24.8M | Buy |
94,607
+3,083
| +3% | +$616K | 0.35% | 40 |
|
|
2023
Q1 | $11.3M | Hold |
91,524
| – | – | 0.21% | 60 |
|
|
2022
Q4 | $11.3M | Sell |
91,524
-72
| -0.1% | -$13.6K | 0.2% | 60 |
|
|
2022
Q3 | $24.3M | Buy |
91,596
+41,856
| +84% | +$11.7M | 0.5% | 30 |
|
|
2022
Q2 | $11.2M | Buy |
49,740
+2,655
| +6% | +$725K | 0.22% | 55 |
|
|
2022
Q1 | $16.9M | Sell |
47,085
-1,854
| -4% | -$577K | 0.33% | 37 |
|
|
2021
Q4 | $17.2M | Sell |
48,939
-423
| -0.9% | -$142K | 0.33% | 38 |
|
|
2021
Q3 | $12.8M | Buy |
49,362
+5,526
| +13% | +$1.3M | 0.26% | 45 |
|
|
2021
Q2 | $9.93M | Buy |
43,836
+525
| +1% | +$114K | 0.24% | 53 |
|
|
2021
Q1 | $9.64M | Sell |
43,311
-4,359
| -9% | -$1.09M | 0.48% | 42 |
|
|
2020
Q4 | $11.2M | Buy |
47,670
+15,900
| +50% | +$2.71M | 0.59% | 36 |
|
|
2020
Q3 | $4.54M | Buy |
31,770
+7,485
| +31% | +$884K | 0.35% | 62 |
|
|
2020
Q2 | $1.75M | Sell |
24,285
-24,240
| -50% | -$1.31M | 0.17% | 100 |
|
|
2020
Q1 | $1.7M | Buy |
48,525
+18,675
| +63% | +$774K | 0.16% | 103 |
|
|
2019
Q4 | $832K | Sell |
29,850
-7,005
| -19% | -$152K | 0.08% | 181 |
|
|
2019
Q3 | $592K | Sell |
36,855
-18,285
| -33% | -$286K | 0.06% | 208 |
|
|
2019
Q2 | $821K | Buy |
55,140
+8,745
| +19% | +$136K | 0.09% | 168 |
|
|
2019
Q1 | $866K | Buy |
46,395
+7,605
| +20% | +$153K | 0.11% | 151 |
|
|
2018
Q4 | $861K | Sell |
38,790
-1,245
| -3% | -$26.8K | 0.13% | 131 |
|
|
2018
Q3 | $707K | Buy |
40,035
+8,145
| +26% | +$170K | 0.11% | 148 |
|
|
2018
Q2 | $729K | Buy |
31,890
+3,720
| +13% | +$75.6K | 0.12% | 145 |
|
|
2018
Q1 | $500K | Sell |
28,170
-3,660
| -11% | -$80.5K | 0.1% | 165 |
|
|
2017
Q4 | $661K | Buy |
31,830
+6,315
| +25% | +$137K | 0.14% | 138 |
|
|
2017
Q3 | $580K | Sell |
25,515
-3,420
| -12% | -$78.9K | 0.14% | 135 |
|
|
2017
Q2 | $698K | Buy |
28,935
+7,020
| +32% | +$155K | 0.16% | 122 |
|
|
2017
Q1 | $407K | Buy |
21,915
+15
| +0.1% | +$254 | 0.12% | 158 |
|
|
2016
Q4 | $312K | Buy |
+21,900
| New | +$288K | 0.1% | 159 |
|
Other funds holding TSLA
Buckingham Strategic Wealth's TSLA Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Tesla (TSLA) stake by 13% in Q2 2024, selling an estimated $2.09M and leaving 80,746 shares worth $16M. The position accounts for 0.17% of the portfolio, ranked #73.
Buckingham Strategic Wealth first reported a position in TSLA in Q4 2016 and has held it in 31 quarters since. The position peaked at $24.8M in Q2 2023. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.
- Buckingham Strategic Wealth held 80,746 shares of Tesla worth $16M as of Q2 2024.
- Buckingham Strategic Wealth sold 11,940 Tesla shares in Q2 2024, an estimated $2.09M.
- Tesla made up 0.17% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #73 holding.
- Buckingham Strategic Wealth first reported a position in Tesla in Q4 2016 and has held it in 31 quarters since.
- Buckingham Strategic Wealth's Tesla position peaked at $24.8M in Q2 2023.
- 2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.