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Meristem Family Wealth’s Tesla TSLA Stock Holding History

Meristem Family Wealth’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 		$1.92M Buy
5,352
+2,163
+68% +$674K 0.21% 53
2021
Q4 		$1.12M Sell
3,189
-786
-20% -$264K 0.1% 119
2021
Q3 		$1.03M Buy
3,975
+2,205
+125% +$519K 0.1% 128
2021
Q2 		$401K Hold
1,770
– – 0.06% 197
2021
Q1 		$394K Hold
1,770
– – 0.08% 150
2020
Q4 		$416K Buy
1,770
+270
+18% +$46.1K 0.09% 138
2020
Q3 		$215K Buy
+1,500
New +$177K 0.06% 176

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

Meristem Family Wealth's TSLA Position: Q1 2022 in Review

Meristem Family Wealth increased its Tesla (TSLA) stake by 68% in Q1 2022, buying an estimated $674K and bringing the position to 5,352 shares worth $1.92M. The position accounts for 0.21% of the portfolio, ranked #53.

Meristem Family Wealth first reported a position in TSLA in Q3 2020 and has held it in 7 quarters since. 2,799 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

  • Meristem Family Wealth held 5,352 shares of Tesla worth $1.92M as of Q1 2022.
  • Meristem Family Wealth bought 2,163 Tesla shares in Q1 2022, an estimated $674K.
  • Tesla made up 0.21% of Meristem Family Wealth's portfolio in Q1 2022, its #53 holding.
  • Meristem Family Wealth first reported a position in Tesla in Q3 2020 and has held it in 7 quarters since.
  • 2,799 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.