ML&R Wealth Management’s Tesla TSLA Stock Holding History

ML&R 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 Q1	$283K	Sell	1,612 -167	-9%	-$32.6K	0.07%	58
2023 Q4	$442K	Sell	1,779 -40	-2%	-$9.51K	0.1%	46
2023 Q3	$455K	Buy	1,819 +46	+3%	+$11.8K	0.12%	39
2023 Q2	$464K	Sell	1,773 -8	-0.4%	-$1.6K	0.1%	63
2023 Q1	$369K	Buy	1,781 +43	+2%	+$7.5K	0.1%	48
2022 Q4	$214K	Sell	1,738 -46	-3%	-$8.71K	0.06%	52
2022 Q3	$473K	Buy	1,784 +83	+5%	+$23.2K	0.16%	42
2022 Q2	$382K	Sell	1,701 -1,425	-46%	-$389K	0.17%	31
2022 Q1	$1.12M	Buy	3,126 +51	+2%	+$15.9K	0.41%	14
2021 Q4	$1.08M	Buy	+3,075	New	+$1.03M	0.4%	13

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

ML&R Wealth Management's TSLA Position: Q1 2024 in Review

ML&R Wealth Management reduced its Tesla (TSLA) stake by 9.4% in Q1 2024, selling an estimated $32.6K and leaving 1,612 shares worth $283K. The position accounts for 0.07% of the portfolio, ranked #58.

ML&R Wealth Management first reported a position in TSLA in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2022. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

ML&R Wealth Management held 1,612 shares of Tesla worth $283K as of Q1 2024.
ML&R Wealth Management sold 167 Tesla shares in Q1 2024, an estimated $32.6K.
Tesla made up 0.07% of ML&R Wealth Management's portfolio in Q1 2024, its #58 holding.
ML&R Wealth Management first reported a position in Tesla in Q4 2021 and has held it in 10 quarters since.
ML&R Wealth Management's Tesla position peaked at $1.12M in Q1 2022.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.