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Minot Wealth Management’s Tesla TSLA Stock Holding History

Minot 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 		$252K Sell
1,122
-39
-3% -$10.6K 0.06% 158
2022
Q1 		$417K Sell
1,161
-42
-3% -$13.1K 0.09% 136
2021
Q4 		$424K Buy
1,203
+51
+4% +$17.1K 0.08% 141
2021
Q3 		$298K Buy
1,152
+66
+6% +$15.5K 0.06% 160
2021
Q2 		$242K Sell
1,086
-645
-37% -$140K 0.05% 175
2021
Q1 		$385K Buy
+1,731
New +$435K 0.1% 131

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 $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Minot Wealth Management reduced its Tesla (TSLA) stake by 3.4% in Q2 2022, selling an estimated $10.6K and leaving 1,122 shares worth $252K. The position accounts for 0.06% of the portfolio, ranked #158.

Minot Wealth Management first reported a position in TSLA in Q1 2021 and has held it in 6 quarters since. The position peaked at $424K in Q4 2021. 2,624 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • Minot Wealth Management held 1,122 shares of Tesla worth $252K as of Q2 2022.
  • Minot Wealth Management sold 39 Tesla shares in Q2 2022, an estimated $10.6K.
  • Tesla made up 0.06% of Minot Wealth Management's portfolio in Q2 2022, its #158 holding.
  • Minot Wealth Management first reported a position in Tesla in Q1 2021 and has held it in 6 quarters since.
  • Minot Wealth Management's Tesla position peaked at $424K in Q4 2021.
  • 2,624 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.