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Milestone Wealth’s Tesla TSLA Stock Holding History

Milestone 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
Q3 		$545K Hold
2,055
– – 0.61% 25
2022
Q2 		$461K Buy
2,055
+444
+28% +$121K 0.49% 28
2022
Q1 		$568K Hold
1,611
– – 0.46% 26
2021
Q4 		$568K Buy
+1,611
New +$540K 0.46% 26

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Wealth's TSLA Position: Q3 2022 in Review

Milestone Wealth held its Tesla (TSLA) position steady in Q3 2022 at 2,055 shares worth $545K. The position accounts for 0.61% of the portfolio, ranked #25.

Milestone Wealth first reported a position in TSLA in Q4 2021 and has held it in 4 quarters since. The position peaked at $568K in Q1 2022. 2,738 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

  • Milestone Wealth held 2,055 shares of Tesla worth $545K as of Q3 2022.
  • Milestone Wealth left its Tesla share count unchanged in Q3 2022.
  • Tesla made up 0.61% of Milestone Wealth's portfolio in Q3 2022, its #25 holding.
  • Milestone Wealth first reported a position in Tesla in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Tesla position peaked at $568K in Q1 2022.
  • 2,738 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.