Oak Harbor Wealth Partners’s Tesla TSLA Stock Holding History

Oak Harbor Wealth Partners’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	–	Sell	-4,600	Closed	-$1.14M	–	234
2023 Q4	$1.14M	Sell	4,600 -50	-1%	-$11.9K	0.38%	68
2023 Q3	$1.16M	Hold	4,650	–	–	0.41%	67
2023 Q2	$1.22M	Sell	4,650 -34	-0.7%	-$6.8K	0.42%	69
2023 Q1	$972K	Sell	4,684 -19	-0.4%	-$3.31K	0.35%	72
2022 Q4	$579K	Sell	4,703 -76	-2%	-$14.4K	0.22%	88
2022 Q3	$1.27M	Hold	4,779	–	–	0.5%	54
2022 Q2	$1.07M	Sell	4,779 -174	-4%	-$47.5K	0.43%	62
2022 Q1	$1.78M	Buy	4,953 +144	+3%	+$44.9K	0.58%	46
2021 Q4	$1.69M	Buy	+4,809	New	+$1.61M	0.58%	48

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

Oak Harbor Wealth Partners's TSLA Position: Q1 2024 in Review

Oak Harbor Wealth Partners sold out of Tesla (TSLA) in Q1 2024, closing a stake of 4,600 shares — an estimated $1.14M sold.

Oak Harbor Wealth Partners first reported a position in TSLA in Q4 2021 and held it in 9 quarters. The position peaked at $1.78M in Q1 2022. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Oak Harbor Wealth Partners reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Oak Harbor Wealth Partners sold 4,600 Tesla shares in Q1 2024, an estimated $1.14M.
Oak Harbor Wealth Partners first reported a position in Tesla in Q4 2021 and held it in 9 quarters.
Oak Harbor Wealth Partners's Tesla position peaked at $1.78M in Q1 2022.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.