NEIRG Wealth Management’s Tesla TSLA Stock Holding History

NEIRG 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
2023 Q3	–	Sell	-859	Closed	-$225K	–	116
2023 Q2	$225K	Buy	+859	New	+$172K	0.04%	129
2023 Q1	–	Sell	-2,641	Closed	-$325K	–	155
2022 Q4	$325K	Buy	2,641 +1,849	+233%	+$350K	0.06%	123
2022 Q3	$210K	Sell	792 -1,695	-68%	-$473K	0.04%	136
2022 Q2	$558K	Buy	2,487 +1,656	+199%	+$452K	0.12%	99
2022 Q1	$298K	Sell	831 -60	-7%	-$18.7K	0.06%	115
2021 Q4	$314K	Buy	+891	New	+$299K	0.06%	103

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NEIRG Wealth Management's TSLA Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Tesla (TSLA) in Q3 2023, closing a stake of 859 shares — an estimated $225K sold.

NEIRG Wealth Management first reported a position in TSLA in Q4 2021 and held it in 6 quarters. The position peaked at $558K in Q2 2022. 2,932 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

NEIRG Wealth Management reported no remaining Tesla position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 859 Tesla shares in Q3 2023, an estimated $225K.
NEIRG Wealth Management first reported a position in Tesla in Q4 2021 and held it in 6 quarters.
NEIRG Wealth Management's Tesla position peaked at $558K in Q2 2022.
2,932 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.