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Private Wealth Strategies’s Tesla TSLA Stock Holding History

Private Wealth Strategies’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
-1,027
Closed -$255K – 79
2023
Q4 		$255K Hold
1,027
– – 0.06% 60
2023
Q3 		$257K Buy
1,027
+30
+3% +$7.71K 0.06% 58
2023
Q2 		$261K Sell
997
-240
-19% -$48K 0.06% 63
2023
Q1 		$257K Buy
+1,237
New +$216K 0.07% 62

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Strategies's TSLA Position: Q1 2024 in Review

Private Wealth Strategies sold out of Tesla (TSLA) in Q1 2024, closing a stake of 1,027 shares — an estimated $255K sold.

Private Wealth Strategies first reported a position in TSLA in Q1 2023 and held it in 4 quarters. The position peaked at $261K in Q2 2023. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

  • Private Wealth Strategies reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Strategies sold 1,027 Tesla shares in Q1 2024, an estimated $255K.
  • Private Wealth Strategies first reported a position in Tesla in Q1 2023 and held it in 4 quarters.
  • Private Wealth Strategies's Tesla position peaked at $261K in Q2 2023.
  • 2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Private Wealth Strategies's 13F filing for Q1 2024, filed 14 May 2024.