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Personal Wealth Partners’s Tesla TSLA Stock Holding History

Personal 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
2021
Q3 		– Sell
-90
Closed -$20K – 366
2021
Q2 		$20K Buy
+90
New +$19.5K 0.01% 214
2020
Q1 		– Sell
-1,530
Closed -$43K – 559
2019
Q4 		$43K Hold
1,530
– – 0.02% 152
2019
Q3 		$25K Buy
1,530
+1,500
+5,000% +$23.5K 0.01% 187
2019
Q2 		$0 Buy
+30
New +$467 ﹤0.01% 299

Other funds holding TSLA

Vanguard Group
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Personal Wealth Partners's TSLA Position: Q3 2021 in Review

Personal Wealth Partners sold out of Tesla (TSLA) in Q3 2021, closing a stake of 90 shares — an estimated $20K sold.

Personal Wealth Partners first reported a position in TSLA in Q2 2019 and held it in 4 quarters. The position peaked at $43K in Q4 2019. 2,248 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

  • Personal Wealth Partners reported no remaining Tesla position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 90 Tesla shares in Q3 2021, an estimated $20K.
  • Personal Wealth Partners first reported a position in Tesla in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Tesla position peaked at $43K in Q4 2019.
  • 2,248 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.