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KCS Wealth Advisory’s Tesla TSLA Stock Holding History

KCS Wealth Advisory’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
Q2 		– Sell
-576
Closed -$207K – 171
2022
Q1 		$207K Hold
576
– – 0.1% 153
2021
Q4 		$203K Buy
+576
New +$193K 0.08% 157
2019
Q4 		– Sell
-615
Closed -$9.88K – 381
2019
Q3 		$9.88K Buy
+615
New +$9.63K 0.01% 353

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

KCS Wealth Advisory's TSLA Position: Q2 2022 in Review

KCS Wealth Advisory sold out of Tesla (TSLA) in Q2 2022, closing a stake of 576 shares — an estimated $207K sold.

KCS Wealth Advisory first reported a position in TSLA in Q3 2019 and held it in 3 quarters. The position peaked at $207K in Q1 2022. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • KCS Wealth Advisory reported no remaining Tesla position as of Q2 2022 after selling out during the quarter.
  • KCS Wealth Advisory sold 576 Tesla shares in Q2 2022, an estimated $207K.
  • KCS Wealth Advisory first reported a position in Tesla in Q3 2019 and held it in 3 quarters.
  • KCS Wealth Advisory's Tesla position peaked at $207K in Q1 2022.
  • 2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on KCS Wealth Advisory's 13F filing for Q2 2022, filed 22 Jul 2022.