Lenox Wealth Advisors’s Tesla TSLA Stock Holding History

Lenox 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
2022 Q1	$2.28M	Buy	6,657 +273	+4%	+$85K	0.29%	27
2021 Q4	$2.25M	Sell	6,384 -147	-2%	-$49.3K	0.27%	30
2021 Q3	$1.69M	Buy	6,531 +9	+0.1%	+$2.12K	0.22%	31
2021 Q2	$1.48M	Hold	6,522	–	–	0.19%	37
2021 Q1	$1.45M	Buy	6,522 +2,796	+75%	+$702K	0.2%	27
2020 Q4	$876K	Sell	3,726 -399	-10%	-$68.1K	0.12%	36
2020 Q3	$590K	Buy	4,125 +1,020	+33%	+$120K	0.09%	43
2020 Q2	$224K	Sell	3,105 -210	-6%	-$11.4K	0.04%	64
2020 Q1	$116K	Buy	3,315 +1,500	+83%	+$62.2K	0.02%	86
2019 Q4	$51K	Buy	1,815 +315	+21%	+$6.83K	0.01%	175
2019 Q3	$24K	Hold	1,500	–	–	﹤0.01%	274
2019 Q2	$22K	Hold	1,500	–	–	﹤0.01%	219
2019 Q1	$28K	Hold	1,500	–	–	0.01%	180
2018 Q4	$33K	Hold	1,500	–	–	0.01%	159
2018 Q3	$26K	Hold	1,500	–	–	0.01%	188
2018 Q2	$34K	Hold	1,500	–	–	0.01%	180
2018 Q1	$27K	Hold	1,500	–	–	0.01%	236
2017 Q4	$31K	Hold	1,500	–	–	0.01%	121
2017 Q3	$34K	Sell	1,500 -150	-9%	-$3.46K	0.01%	59
2017 Q2	$40K	Buy	1,650 +150	+10%	+$3.3K	0.01%	70
2017 Q1	$28K	Buy	+1,500	New	+$25.4K	0.01%	58
2016 Q4	–	Sell	-345	Closed	-$5K	–	180
2016 Q3	$5K	Hold	345	–	–	﹤0.01%	188
2016 Q2	$5K	Hold	345	–	–	﹤0.01%	194
2016 Q1	$5K	Sell	345 -210	-38%	-$2.76K	﹤0.01%	197
2015 Q4	$9K	Buy	+555	New	+$8.3K	﹤0.01%	186

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's TSLA Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Tesla (TSLA) stake by 4.3% in Q1 2022, buying an estimated $85K and bringing the position to 6,657 shares worth $2.28M. The position accounts for 0.29% of the portfolio, ranked #27.

Lenox Wealth Advisors first reported a position in TSLA in Q4 2015 and has held it in 25 quarters since. 2,800 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

Lenox Wealth Advisors held 6,657 shares of Tesla worth $2.28M as of Q1 2022.
Lenox Wealth Advisors bought 273 Tesla shares in Q1 2022, an estimated $85K.
Tesla made up 0.29% of Lenox Wealth Advisors's portfolio in Q1 2022, its #27 holding.
Lenox Wealth Advisors first reported a position in Tesla in Q4 2015 and has held it in 25 quarters since.
2,800 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.