Cardinal Point Wealth Management’s Tesla TSLA Stock Holding History

Cardinal Point 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
2021 Q3	$4.01M	Hold	15,525	–	–	1.89%	11
2021 Q2	$3.52M	Hold	15,525	–	–	1.59%	12
2021 Q1	$3.46M	Hold	15,525	–	–	1.74%	11
2020 Q4	$3.65M	Buy	+15,525	New	+$2.65M	1.86%	11

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cardinal Point Wealth Management's TSLA Position: Q3 2021 in Review

Cardinal Point Wealth Management held its Tesla (TSLA) position steady in Q3 2021 at 15,525 shares worth $4.01M. The position accounts for 1.89% of the portfolio, ranked #11.

Cardinal Point Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 4 quarters since. 2,248 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

Cardinal Point Wealth Management held 15,525 shares of Tesla worth $4.01M as of Q3 2021.
Cardinal Point Wealth Management left its Tesla share count unchanged in Q3 2021.
Tesla made up 1.89% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #11 holding.
Cardinal Point Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 4 quarters since.
2,248 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.