Financial Architects (New Jersey)’s Tesla TSLA Stock Holding History

Financial Architects (New Jersey)’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
2019 Q3	–	Sell	-1,500	Closed	-$22K	–	1172
2019 Q2	$22K	Hold	1,500	–	–	﹤0.01%	695
2019 Q1	$28K	Sell	1,500 -3,000	-67%	-$60.2K	﹤0.01%	790
2018 Q4	$100K	Buy	+4,500	New	+$96.8K	0.02%	405
2018 Q1	–	Sell	-33,000	Closed	-$685K	–	1590
2017 Q4	$685K	Buy	33,000 +30,000	+1,000%	+$653K	0.11%	129
2017 Q3	$68K	Sell	3,000 -6,000	-67%	-$138K	0.01%	595
2017 Q2	$216K	Sell	9,000 -36,000	-80%	-$792K	0.04%	296
2017 Q1	$834K	Buy	+45,000	New	+$761K	0.15%	110
2016 Q4	–	Sell	-6,000	Closed	-$5K	–	1504
2016 Q3	$5K	Hold	6,000	–	–	﹤0.01%	1159
2016 Q2	$9K	Hold	6,000	–	–	﹤0.01%	1006
2016 Q1	$17K	Buy	+6,000	New	+$78.9K	0.01%	628
2015 Q3	–	Sell	-150	Closed	-$94K	–	854
2015 Q2	$94K	Buy	+150	New	+$2.37K	0.03%	315
2014 Q3	–	Sell	-21,000	Closed	-$22K	–	972
2014 Q2	$22K	Buy	+21,000	New	+$293K	0.01%	487

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

Norges Bank Oslo, Norway $935B AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Financial Architects (New Jersey)'s TSLA Position: Q2 2023 in Review

Financial Architects (New Jersey) held its Tesla (TSLA) position steady in Q2 2023 at 72,371 shares worth $18.9M. The position accounts for 2.86% of the portfolio, ranked #6.

Financial Architects (New Jersey) first reported a position in TSLA in Q2 2013 and has held it in 36 quarters since. The position peaked at $25.6M in Q1 2022. 2,916 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

Financial Architects (New Jersey) held 72,371 shares of Tesla worth $18.9M as of Q2 2023.
Financial Architects (New Jersey) left its Tesla share count unchanged in Q2 2023.
Tesla made up 2.86% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #6 holding.
Financial Architects (New Jersey) first reported a position in Tesla in Q2 2013 and has held it in 36 quarters since.
Financial Architects (New Jersey)'s Tesla position peaked at $25.6M in Q1 2022.
2,916 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.