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Merriman Wealth Management’s Tesla TSLA Stock Holding History

Merriman 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
2024
Q4 		$5.29M Buy
13,106
+510
+4% +$164K 0.22% 41
2024
Q3 		$3.3M Sell
12,596
-753
-6% -$172K 0.13% 63
2024
Q2 		$2.64M Buy
13,349
+728
+6% +$127K 0.12% 68
2024
Q1 		$2.22M Buy
12,621
+1,302
+12% +$254K 0.1% 70
2023
Q4 		$2.81M Sell
11,319
-384
-3% -$91.3K 0.14% 63
2023
Q3 		$2.93M Sell
11,703
-498
-4% -$128K 0.15% 48
2023
Q2 		$3.19M Sell
12,201
-150
-1% -$30K 0.16% 67
2023
Q1 		$2.56M Sell
12,351
-28
-0.2% -$4.88K 0.13% 60
2022
Q4 		$1.52M Buy
12,379
+663
+6% +$126K 0.08% 75
2022
Q3 		$3.11M Sell
11,716
-884
-7% -$247K 0.2% 34
2022
Q2 		$2.83M Sell
12,600
-33
-0.3% -$9.01K 0.2% 34
2022
Q1 		$4.54M Buy
12,633
+2,097
+20% +$653K 0.37% 35
2021
Q4 		$3.71M Buy
10,536
+4,236
+67% +$1.42M 0.27% 51
2021
Q3 		$1.63M Sell
6,300
-297
-5% -$69.9K 0.14% 80
2021
Q2 		$1.5M Sell
6,597
-30
-0.5% -$6.51K 0.13% 94
2021
Q1 		$1.48M Sell
6,627
-1,083
-14% -$272K 0.17% 79
2020
Q4 		$1.81M Sell
7,710
-210
-3% -$35.8K 0.19% 79
2020
Q3 		$1.13M Buy
7,920
+930
+13% +$110K 0.17% 79
2020
Q2 		$503K Buy
6,990
+360
+5% +$19.5K 0.08% 102
2020
Q1 		$232K Buy
+6,630
New +$275K 0.05% 136
2018
Q3 		– Sell
-11,880
Closed -$272K – 180
2018
Q2 		$272K Sell
11,880
-7,110
-37% -$144K 0.06% 144
2018
Q1 		$337K Buy
18,990
+4,245
+29% +$93.4K 0.09% 141
2017
Q4 		$306K Buy
14,745
+2,175
+17% +$47.3K 0.07% 140
2017
Q3 		$286K Buy
+12,570
New +$290K 0.07% 129

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Merriman Wealth Management's TSLA Position: Q4 2024 in Review

Merriman Wealth Management increased its Tesla (TSLA) stake by 4% in Q4 2024, buying an estimated $164K and bringing the position to 13,106 shares worth $5.29M. The position accounts for 0.22% of the portfolio, ranked #41.

Merriman Wealth Management first reported a position in TSLA in Q3 2017 and has held it in 24 quarters since. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • Merriman Wealth Management held 13,106 shares of Tesla worth $5.29M as of Q4 2024.
  • Merriman Wealth Management bought 510 Tesla shares in Q4 2024, an estimated $164K.
  • Tesla made up 0.22% of Merriman Wealth Management's portfolio in Q4 2024, its #41 holding.
  • Merriman Wealth Management first reported a position in Tesla in Q3 2017 and has held it in 24 quarters since.
  • 3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.