Great Point Wealth Advisors’s Tesla TSLA Stock Holding History

Great Point Wealth Advisors’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 Q4	–	Sell	-1,105	Closed	-$289K	–	63
2024 Q3	$289K	Buy	+1,105	New	+$252K	0.06%	52
2024 Q1	–	Sell	-1,005	Closed	-$250K	–	61
2023 Q4	$250K	Hold	1,005	–	–	0.06%	56
2023 Q3	$251K	Sell	1,005 -20	-2%	-$5.14K	0.08%	56
2023 Q2	$268K	Sell	1,025 -180	-15%	-$36K	0.08%	55
2023 Q1	$250K	Buy	+1,205	New	+$210K	0.08%	56
2022 Q4	–	Sell	-1,185	Closed	-$314K	–	66
2022 Q3	$314K	Hold	1,185	–	–	0.12%	53
2022 Q2	$266K	Hold	1,185	–	–	0.09%	58
2022 Q1	$426K	Buy	1,185 +417	+54%	+$130K	0.13%	40
2021 Q4	$271K	Buy	+768	New	+$258K	0.08%	55

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Great Point Wealth Advisors's TSLA Position: Q4 2024 in Review

Great Point Wealth Advisors sold out of Tesla (TSLA) in Q4 2024, closing a stake of 1,105 shares — an estimated $289K sold.

Great Point Wealth Advisors first reported a position in TSLA in Q4 2021 and held it in 9 quarters. The position peaked at $426K in Q1 2022. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Great Point Wealth Advisors reported no remaining Tesla position as of Q4 2024 after selling out during the quarter.
Great Point Wealth Advisors sold 1,105 Tesla shares in Q4 2024, an estimated $289K.
Great Point Wealth Advisors first reported a position in Tesla in Q4 2021 and held it in 9 quarters.
Great Point Wealth Advisors's Tesla position peaked at $426K in Q1 2022.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Great Point Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.