EWM
TSLA icon

Endowment Wealth Management’s Tesla TSLA Stock Holding History

Endowment 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
Q1 		– Sell
-1,080
Closed -$380K – 131
2021
Q4 		$380K Buy
+1,080
New +$362K 0.38% 53

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Endowment Wealth Management's TSLA Position: Q1 2022 in Review

Endowment Wealth Management sold out of Tesla (TSLA) in Q1 2022, closing a stake of 1,080 shares — an estimated $380K sold.

Endowment Wealth Management first reported a position in TSLA in Q4 2021 and held it in 1 quarter. The position peaked at $380K in Q4 2021. 2,800 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

  • Endowment Wealth Management reported no remaining Tesla position as of Q1 2022 after selling out during the quarter.
  • Endowment Wealth Management sold 1,080 Tesla shares in Q1 2022, an estimated $380K.
  • Endowment Wealth Management first reported a position in Tesla in Q4 2021 and held it in 1 quarter.
  • Endowment Wealth Management's Tesla position peaked at $380K in Q4 2021.
  • 2,800 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on Endowment Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.