Harvest Group Wealth Management’s Tesla TSLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-639
Closed -$150K 661
2020
Q4
$150K Buy
639
+9
+1% +$1.54K 0.09% 50
2020
Q3
$90K Buy
630
+75
+14% +$8.86K 0.06% 66
2020
Q2
$39K Sell
555
-15
-3% -$811 0.03% 97
2020
Q1
$19K Sell
570
-1,245
-69% -$51.6K 0.02% 142
2019
Q4
$50K Hold
1,815
0.04% 76
2019
Q3
$29K Sell
1,815
-15
-0.8% -$235 0.04% 118
2019
Q2
$27K Hold
1,830
0.03% 121
2019
Q1
$34K Buy
+1,830
New +$36.7K 0.03% 113

Other funds holding TSLA

Harvest Group Wealth Management's TSLA Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Tesla (TSLA) in Q1 2021, closing a stake of 639 shares — an estimated $150K sold.

Harvest Group Wealth Management first reported a position in TSLA in Q1 2019 and held it in 8 quarters. The position peaked at $150K in Q4 2020. 2,149 funds tracked by Wall St. Rank hold TSLA as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Tesla position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 639 Tesla shares in Q1 2021, an estimated $150K.
  • Harvest Group Wealth Management first reported a position in Tesla in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Tesla position peaked at $150K in Q4 2020.
  • 2,149 funds tracked by Wall St. Rank held Tesla as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.