Domani Wealth’s Tesla TSLA Stock Holding History

Domani 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
2023 Q1	$390K	Sell	1,881 -90	-5%	-$15.7K	0.09%	85
2022 Q4	$243K	Sell	1,971 -15	-0.8%	-$2.84K	0.06%	109
2022 Q3	$527K	Buy	1,986 +30	+2%	+$8.38K	0.15%	58
2022 Q2	$439K	Buy	1,956 +180	+10%	+$49.1K	0.12%	72
2022 Q1	$638K	Buy	1,776 +255	+17%	+$79.4K	0.14%	69
2021 Q4	$536K	Sell	1,521 -51	-3%	-$17.1K	0.11%	75
2021 Q3	$406K	Hold	1,572	–	–	0.09%	83
2021 Q2	$356K	Buy	1,572 +330	+27%	+$71.6K	0.07%	95
2021 Q1	$277K	Buy	+1,242	New	+$312K	0.05%	114

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Domani Wealth's TSLA Position: Q1 2023 in Review

Domani Wealth reduced its Tesla (TSLA) stake by 4.6% in Q1 2023, selling an estimated $15.7K and leaving 1,881 shares worth $390K. The position accounts for 0.09% of the portfolio, ranked #85.

Domani Wealth first reported a position in TSLA in Q1 2021 and has held it in 9 quarters since. The position peaked at $638K in Q1 2022. 2,716 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

Domani Wealth held 1,881 shares of Tesla worth $390K as of Q1 2023.
Domani Wealth sold 90 Tesla shares in Q1 2023, an estimated $15.7K.
Tesla made up 0.09% of Domani Wealth's portfolio in Q1 2023, its #85 holding.
Domani Wealth first reported a position in Tesla in Q1 2021 and has held it in 9 quarters since.
Domani Wealth's Tesla position peaked at $638K in Q1 2022.
2,716 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.