Lake Point Wealth Management’s Tesla TSLA Stock Holding History

Lake Point 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
2022 Q2	$50K	Buy	222 +66	+42%	+$18K	0.03%	67
2022 Q1	$56K	Sell	156 -6	-4%	-$1.87K	0.03%	64
2021 Q4	$57K	Buy	162 +27	+20%	+$9.06K	0.02%	67
2021 Q3	$35K	Hold	135	–	–	0.02%	74
2021 Q2	$31K	Buy	+135	New	+$29.3K	0.01%	93
2020 Q1	$32K	Buy	915 +555	+154%	+$23K	0.03%	65
2019 Q4	$10K	Buy	+360	New	+$7.81K	﹤0.01%	274

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Lake Point Wealth Management's TSLA Position: Q2 2022 in Review

Lake Point Wealth Management increased its Tesla (TSLA) stake by 42% in Q2 2022, buying an estimated $18K and bringing the position to 222 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #67.

Lake Point Wealth Management first reported a position in TSLA in Q4 2019 and has held it in 7 quarters since. The position peaked at $57K in Q4 2021. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

Lake Point Wealth Management held 222 shares of Tesla worth $50K as of Q2 2022.
Lake Point Wealth Management bought 66 Tesla shares in Q2 2022, an estimated $18K.
Tesla made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #67 holding.
Lake Point Wealth Management first reported a position in Tesla in Q4 2019 and has held it in 7 quarters since.
Lake Point Wealth Management's Tesla position peaked at $57K in Q4 2021.
2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.