Dorchester Wealth Management’s Tesla TSLA Stock Holding History

Dorchester 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
2024 Q4	$421K	Buy	+1,098	New	+$353K	0.08%	102
2024 Q3	–	Sell	-1,098	Closed	-$206K	–	172
2024 Q2	$206K	Buy	+1,098	New	+$192K	0.04%	149
2024 Q1	–	Sell	-1,128	Closed	-$267K	–	169
2023 Q4	$267K	Sell	1,128 -625	-36%	-$149K	0.05%	135
2023 Q3	$425K	Buy	+1,753	New	+$450K	0.09%	105
2022 Q2	–	Sell	-894	Closed	-$401K	–	169
2022 Q1	$401K	Sell	894 -240	-21%	-$74.8K	0.06%	118
2021 Q4	$399K	Buy	+1,134	New	+$380K	0.08%	104

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dorchester Wealth Management's TSLA Position: Q4 2024 in Review

Dorchester Wealth Management opened a new position in Tesla (TSLA) in Q4 2024: 1,098 shares worth $421K. The stake represents 0.08% of the portfolio and ranks #102 among its holdings. This is a return to the name: Dorchester Wealth Management previously reported a position in TSLA as recently as Q2 2024.

Dorchester Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 6 quarters since. The position peaked at $425K in Q3 2023. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Dorchester Wealth Management held 1,098 shares of Tesla worth $421K as of Q4 2024.
Tesla was a new Dorchester Wealth Management position in Q4 2024.
Tesla made up 0.08% of Dorchester Wealth Management's portfolio in Q4 2024, its #102 holding.
Dorchester Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 6 quarters since.
Dorchester Wealth Management's Tesla position peaked at $425K in Q3 2023.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.