Outlook Wealth Advisors’s Tesla TSLA Stock Holding History

Outlook Wealth Advisors’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 Q2	–	Sell	-1,356	Closed	-$238K	–	293
2024 Q1	$238K	Buy	1,356 +236	+21%	+$46.1K	0.07%	240
2023 Q4	$278K	Buy	+1,120	New	+$266K	0.1%	178

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Outlook Wealth Advisors's TSLA Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of Tesla (TSLA) in Q2 2024, closing a stake of 1,356 shares — an estimated $238K sold.

Outlook Wealth Advisors first reported a position in TSLA in Q4 2023 and held it in 2 quarters. The position peaked at $278K in Q4 2023. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

Outlook Wealth Advisors reported no remaining Tesla position as of Q2 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 1,356 Tesla shares in Q2 2024, an estimated $238K.
Outlook Wealth Advisors first reported a position in Tesla in Q4 2023 and held it in 2 quarters.
Outlook Wealth Advisors's Tesla position peaked at $278K in Q4 2023.
2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.