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Dopkins Wealth Management’s Tesla TSLA Stock Holding History

Dopkins 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
2022
Q2 		– Sell
-585
Closed -$210K – 40
2022
Q1 		$210K Sell
585
-17,400
-97% -$5.42M 0.23% 35
2021
Q4 		$6.33M Buy
+17,985
New +$6.03M 6.25% 4

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Dopkins Wealth Management's TSLA Position: Q2 2022 in Review

Dopkins Wealth Management sold out of Tesla (TSLA) in Q2 2022, closing a stake of 585 shares — an estimated $210K sold.

Dopkins Wealth Management first reported a position in TSLA in Q4 2021 and held it in 2 quarters. The position peaked at $6.33M in Q4 2021. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • Dopkins Wealth Management reported no remaining Tesla position as of Q2 2022 after selling out during the quarter.
  • Dopkins Wealth Management sold 585 Tesla shares in Q2 2022, an estimated $210K.
  • Dopkins Wealth Management first reported a position in Tesla in Q4 2021 and held it in 2 quarters.
  • Dopkins Wealth Management's Tesla position peaked at $6.33M in Q4 2021.
  • 2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Dopkins Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.