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Legacy Wealth Partners (California)’s Tesla TSLA Stock Holding History

Legacy Wealth Partners (California)’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
2021
Q2 		$1.27M Sell
5,628
-369
-6% -$80.1K 0.71% 36
2021
Q1 		$1.33M Sell
5,997
-603
-9% -$151K 0.78% 27
2020
Q4 		$1.55M Sell
6,600
-828
-11% -$141K 0.98% 20
2020
Q3 		$1.06M Sell
7,428
-4,542
-38% -$536K 0.75% 27
2020
Q2 		$862K Sell
11,970
-2,040
-15% -$110K 0.65% 31
2020
Q1 		$489K Buy
14,010
+2,850
+26% +$118K 0.46% 42
2019
Q4 		$547K Buy
+11,160
New +$242K 0.4% 62

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Wealth Partners (California)'s TSLA Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Tesla (TSLA) stake by 6.2% in Q2 2021, selling an estimated $80.1K and leaving 5,628 shares worth $1.27M. The position accounts for 0.71% of the portfolio, ranked #36.

Legacy Wealth Partners (California) first reported a position in TSLA in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2020. 2,169 funds tracked by Wall St. Rank hold TSLA as of Q2 2021.

  • Legacy Wealth Partners (California) held 5,628 shares of Tesla worth $1.27M as of Q2 2021.
  • Legacy Wealth Partners (California) sold 369 Tesla shares in Q2 2021, an estimated $80.1K.
  • Tesla made up 0.71% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #36 holding.
  • Legacy Wealth Partners (California) first reported a position in Tesla in Q4 2019 and has held it in 7 quarters since.
  • Legacy Wealth Partners (California)'s Tesla position peaked at $1.55M in Q4 2020.
  • 2,169 funds tracked by Wall St. Rank held Tesla as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.