Glassman Wealth Services’s Tesla TSLA Stock Holding History

Glassman Wealth Services’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
2015 Q3	–	Sell	-1,170	Closed	-$99K	–	435
2015 Q2	$99K	Buy	+1,170	New	+$18.5K	0.08%	109

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

Glassman Wealth Services's TSLA Position: Q1 2024 in Review

Glassman Wealth Services sold out of Tesla (TSLA) in Q1 2024, closing a stake of 37,601 shares — an estimated $9.34M sold.

Glassman Wealth Services first reported a position in TSLA in Q4 2014 and held it in 37 quarters. The position peaked at $13.4M in Q1 2022. 2,885 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Glassman Wealth Services reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 37,601 Tesla shares in Q1 2024, an estimated $9.34M.
Glassman Wealth Services first reported a position in Tesla in Q4 2014 and held it in 37 quarters.
Glassman Wealth Services's Tesla position peaked at $13.4M in Q1 2022.
2,885 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.