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Buckingham Strategic Wealth’s Tesla TSLA Stock Holding History

Buckingham Strategic Wealth’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 		$5.8K Buy
+100
New +$17.5K ﹤0.01% 772

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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.