ForthRight Wealth Management’s Tesla TSLA Stock Holding History

ForthRight 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
2021 Q1	–	Sell	-315	Closed	-$74K	–	166
2020 Q4	$74K	Buy	+315	New	+$53.8K	0.06%	58

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

ForthRight Wealth Management's TSLA Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Tesla (TSLA) in Q1 2021, closing a stake of 315 shares — an estimated $74K sold.

ForthRight Wealth Management first reported a position in TSLA in Q4 2020 and held it in 1 quarter. The position peaked at $74K in Q4 2020. 2,149 funds tracked by Wall St. Rank hold TSLA as of Q1 2021.

ForthRight Wealth Management reported no remaining Tesla position as of Q1 2021 after selling out during the quarter.
ForthRight Wealth Management sold 315 Tesla shares in Q1 2021, an estimated $74K.
ForthRight Wealth Management first reported a position in Tesla in Q4 2020 and held it in 1 quarter.
ForthRight Wealth Management's Tesla position peaked at $74K in Q4 2020.
2,149 funds tracked by Wall St. Rank held Tesla as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.