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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

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return