LWM
TSLA icon

Loveless Wealth Management’s Tesla TSLA Stock Holding History

Loveless 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 		$277K Hold
1,236
– – 0.18% 110
2022
Q1 		$444K Buy
1,236
+36
+3% +$11.2K 0.25% 101
2021
Q4 		$423K Sell
1,200
-15
-1% -$5.03K 0.23% 108
2021
Q3 		$314K Hold
1,215
– – 0.19% 111
2021
Q2 		$275K Buy
1,215
+150
+14% +$32.6K 0.17% 114
2021
Q1 		$237K Buy
1,065
+15
+1% +$3.77K 0.16% 116
2020
Q4 		$247K Sell
1,050
-480
-31% -$81.9K 0.18% 108
2020
Q3 		$219K Buy
+1,530
New +$181K 0.18% 106

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

Loveless Wealth Management's TSLA Position: Q2 2022 in Review

Loveless Wealth Management held its Tesla (TSLA) position steady in Q2 2022 at 1,236 shares worth $277K. The position accounts for 0.18% of the portfolio, ranked #110.

Loveless Wealth Management first reported a position in TSLA in Q3 2020 and has held it in 8 quarters since. The position peaked at $444K in Q1 2022. 2,623 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • Loveless Wealth Management held 1,236 shares of Tesla worth $277K as of Q2 2022.
  • Loveless Wealth Management left its Tesla share count unchanged in Q2 2022.
  • Tesla made up 0.18% of Loveless Wealth Management's portfolio in Q2 2022, its #110 holding.
  • Loveless Wealth Management first reported a position in Tesla in Q3 2020 and has held it in 8 quarters since.
  • Loveless Wealth Management's Tesla position peaked at $444K in Q1 2022.
  • 2,623 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

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