Connectus Wealth’s Tesla TSLA Stock Holding History

Connectus 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 Q1	$7.91M	Sell	44,985 -66,577	-60%	-$13M	0.22%	99
2023 Q4	$27.7M	Buy	111,562 +17,487	+19%	+$4.16M	0.57%	40
2023 Q3	$23.5M	Buy	94,075 +13,654	+17%	+$3.51M	0.52%	46
2023 Q2	$21.1M	Buy	80,421 +9,112	+13%	+$1.82M	0.48%	58
2023 Q1	$14.8M	Buy	71,309 +8,860	+14%	+$1.55M	0.36%	75
2022 Q4	$7.69M	Sell	62,449 -9,876	-14%	-$1.87M	0.18%	117
2022 Q3	$19.2M	Buy	72,325 +10,645	+17%	+$2.97M	0.4%	74
2022 Q2	$13.8M	Buy	61,680 +13,269	+27%	+$3.62M	0.32%	97
2022 Q1	$17.1M	Sell	48,411 -12,276	-20%	-$3.82M	0.54%	60
2021 Q4	$21.4M	Buy	+60,687	New	+$20.4M	0.83%	37

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Connectus Wealth's TSLA Position: Q1 2024 in Review

Connectus Wealth reduced its Tesla (TSLA) stake by 60% in Q1 2024, selling an estimated $13M and leaving 44,985 shares worth $7.91M. The position accounts for 0.22% of the portfolio, ranked #99.

Connectus Wealth first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. The position peaked at $27.7M in Q4 2023. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Connectus Wealth held 44,985 shares of Tesla worth $7.91M as of Q1 2024.
Connectus Wealth sold 66,577 Tesla shares in Q1 2024, an estimated $13M.
Tesla made up 0.22% of Connectus Wealth's portfolio in Q1 2024, its #99 holding.
Connectus Wealth first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's Tesla position peaked at $27.7M in Q4 2023.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.