Essex Private Wealth Management’s Tesla TSLA Stock Holding History

Essex Private 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 Q3	$516K	Buy	1,974 +1	+0.1%	+$228	1.22%	19
2024 Q2	$391K	Buy	1,973 +118	+6%	+$20.6K	0.99%	21
2024 Q1	$326K	Buy	1,855 +154	+9%	+$30.1K	0.92%	22
2023 Q4	$423K	Hold	1,701	–	–	1.32%	19
2023 Q3	$426K	Buy	1,701 +4	+0.2%	+$1.03K	1.45%	19
2023 Q2	$444K	Sell	1,697 -1	-0.1%	-$200	1.53%	19
2023 Q1	$352K	Buy	1,698 +9	+0.5%	+$1.57K	1.28%	20
2022 Q4	$208K	Hold	1,689	–	–	0.78%	26
2022 Q3	$448K	Hold	1,689	–	–	1.79%	14
2022 Q2	$379K	Buy	1,689 +69	+4%	+$18.8K	1.42%	17
2022 Q1	$582K	Sell	1,620 -387	-19%	-$121K	1.57%	18
2021 Q4	$707K	Buy	2,007 +246	+14%	+$82.5K	0.6%	28
2021 Q3	$455K	Sell	1,761 -30	-2%	-$7.06K	0.41%	44
2021 Q2	$406K	Sell	1,791 -15	-0.8%	-$3.26K	0.37%	47
2021 Q1	$402K	Sell	1,806 -12	-0.7%	-$3.01K	0.38%	47
2020 Q4	$427K	Sell	1,818 -540	-23%	-$92.2K	0.42%	41
2020 Q3	$337K	Buy	+2,358	New	+$278K	0.35%	46

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Essex Private Wealth Management's TSLA Position: Q3 2024 in Review

Essex Private Wealth Management increased its Tesla (TSLA) stake by 0.05% in Q3 2024, buying an estimated $228 and bringing the position to 1,974 shares worth $516K. The position accounts for 1.22% of the portfolio, ranked #19.

Essex Private Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 17 quarters since. The position peaked at $707K in Q4 2021. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

Essex Private Wealth Management held 1,974 shares of Tesla worth $516K as of Q3 2024.
Essex Private Wealth Management bought 1 Tesla share in Q3 2024, an estimated $228.
Tesla made up 1.22% of Essex Private Wealth Management's portfolio in Q3 2024, its #19 holding.
Essex Private Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 17 quarters since.
Essex Private Wealth Management's Tesla position peaked at $707K in Q4 2021.
3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Essex Private Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.