FirstPurpose Wealth’s Tesla TSLA Stock Holding History

FirstPurpose Wealth’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 Q1	$1.35M	Sell	7,878 -452	-5%	-$88.3K	0.49%	32
2023 Q4	$2.07M	Sell	8,330 -217	-3%	-$51.6K	0.79%	23
2023 Q3	$2.14M	Buy	8,547 +146	+2%	+$37.5K	0.92%	21
2023 Q2	$2.2M	Sell	8,401 -7	-0.1%	-$1.4K	0.94%	21
2023 Q1	$1.74M	Buy	8,408 +461	+6%	+$80.4K	0.86%	23
2022 Q4	$979K	Sell	7,947 -452	-5%	-$85.6K	0.55%	32
2022 Q3	$2.23M	Sell	8,399 -100	-1%	-$27.9K	1.47%	18
2022 Q2	$1.91M	Sell	8,499 -30	-0.4%	-$8.19K	1.28%	19
2022 Q1	$3.06M	Buy	8,529 +144	+2%	+$44.9K	2.39%	9
2021 Q4	$2.95M	Buy	+8,385	New	+$2.81M	1.86%	10

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FirstPurpose Wealth's TSLA Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Tesla (TSLA) stake by 5.4% in Q1 2024, selling an estimated $88.3K and leaving 7,878 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #32.

FirstPurpose Wealth first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.06M in Q1 2022. 2,885 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

FirstPurpose Wealth held 7,878 shares of Tesla worth $1.35M as of Q1 2024.
FirstPurpose Wealth sold 452 Tesla shares in Q1 2024, an estimated $88.3K.
Tesla made up 0.49% of FirstPurpose Wealth's portfolio in Q1 2024, its #32 holding.
FirstPurpose Wealth first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
FirstPurpose Wealth's Tesla position peaked at $3.06M in Q1 2022.
2,885 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.