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Cardinal Point Wealth Management Partners’s Tesla TSLA Stock Holding History

Cardinal Point Wealth Management Partners’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
2023
Q1 		$3.22M Hold
15,525
– – 0.98% 13
2022
Q4 		$1.91M Hold
15,525
– – 0.66% 15
2022
Q3 		$3.46M Hold
15,525
– – 1.65% 10
2022
Q2 		$3.48M Sell
15,525
-9
-0.1% -$2.46K 1.67% 11
2022
Q1 		$5.58M Buy
15,534
+9
+0.1% +$2.8K 2.49% 9
2021
Q4 		$5.47M Buy
+15,525
New +$5.21M 2.37% 12

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cardinal Point Wealth Management Partners's TSLA Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its Tesla (TSLA) position steady in Q1 2023 at 15,525 shares worth $3.22M. The position accounts for 0.98% of the portfolio, ranked #13.

Cardinal Point Wealth Management Partners first reported a position in TSLA in Q4 2021 and has held it in 6 quarters since. The position peaked at $5.58M in Q1 2022. 2,715 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 15,525 shares of Tesla worth $3.22M as of Q1 2023.
  • Cardinal Point Wealth Management Partners left its Tesla share count unchanged in Q1 2023.
  • Tesla made up 0.98% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #13 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Tesla in Q4 2021 and has held it in 6 quarters since.
  • Cardinal Point Wealth Management Partners's Tesla position peaked at $5.58M in Q1 2022.
  • 2,715 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.