Lumature Wealth Partners’s Tesla TSLA Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$3.93K	Hold	15	–	–	﹤0.01%	347
2023 Q1	$3.11K	Sell	15 -9	-38%	-$1.57K	﹤0.01%	353
2022 Q4	$2.96K	Hold	24	–	–	﹤0.01%	356
2022 Q3	$6K	Sell	24 -15	-38%	-$4.19K	﹤0.01%	338
2022 Q2	$9K	Sell	39 -2,307	-98%	-$630K	﹤0.01%	324
2022 Q1	$843K	Sell	2,346 -735	-24%	-$229K	0.34%	64
2021 Q4	$1.08M	Sell	3,081 -252	-8%	-$84.5K	0.42%	54
2021 Q3	$862K	Buy	3,333 +27	+0.8%	+$6.36K	0.35%	67
2021 Q2	$749K	Buy	3,306 +327	+11%	+$71K	0.31%	67
2021 Q1	$663K	Sell	2,979 -354	-11%	-$88.9K	0.35%	60
2020 Q4	$784K	Buy	+3,333	New	+$569K	0.74%	31

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lumature Wealth Partners's TSLA Position: Q2 2023 in Review

Lumature Wealth Partners held its Tesla (TSLA) position steady in Q2 2023 at 15 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Lumature Wealth Partners first reported a position in TSLA in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.08M in Q4 2021. 2,916 funds tracked by Wall St. Rank hold TSLA as of Q2 2023.

Lumature Wealth Partners held 15 shares of Tesla worth $3.93K as of Q2 2023.
Lumature Wealth Partners left its Tesla share count unchanged in Q2 2023.
Tesla made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #347 holding.
Lumature Wealth Partners first reported a position in Tesla in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's Tesla position peaked at $1.08M in Q4 2021.
2,916 funds tracked by Wall St. Rank held Tesla as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.