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Foresight Wealth Management’s Tesla TSLA Stock Holding History

Foresight 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
Q4 		– Sell
-3,348
Closed -$888K – 98
2022
Q3 		$888K Buy
3,348
+33
+1% +$9.22K 0.2% 43
2022
Q2 		$744K Buy
3,315
+588
+22% +$161K 0.15% 57
2022
Q1 		$980K Buy
2,727
+201
+8% +$62.6K 0.18% 47
2021
Q4 		$890K Buy
2,526
+75
+3% +$25.2K 0.01% 52
2021
Q3 		$634K Hold
2,451
– – 0.13% 58
2021
Q2 		$555K Sell
2,451
-600
-20% -$130K 0.12% 74
2021
Q1 		$679K Sell
3,051
-177
-5% -$44.4K 0.17% 59
2020
Q4 		$759K Buy
3,228
+69
+2% +$11.8K 0.2% 47
2020
Q3 		$452K Buy
+3,159
New +$373K 0.15% 60

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Foresight Wealth Management's TSLA Position: Q4 2022 in Review

Foresight Wealth Management sold out of Tesla (TSLA) in Q4 2022, closing a stake of 3,348 shares — an estimated $888K sold.

Foresight Wealth Management first reported a position in TSLA in Q3 2020 and held it in 9 quarters. The position peaked at $980K in Q1 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Foresight Wealth Management reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 3,348 Tesla shares in Q4 2022, an estimated $888K.
  • Foresight Wealth Management first reported a position in Tesla in Q3 2020 and held it in 9 quarters.
  • Foresight Wealth Management's Tesla position peaked at $980K in Q1 2022.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.