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Riverpoint Wealth Management Holdings’s Tesla TSLA Stock Holding History

Riverpoint Wealth Management Holdings’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
Q1 		– Sell
-150
Closed -$18.5K – 110
2022
Q4 		$18.5K Buy
+150
New +$28.4K 0.01% 84

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Riverpoint Wealth Management Holdings's TSLA Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Tesla (TSLA) in Q1 2023, closing a stake of 150 shares — an estimated $18.5K sold.

Riverpoint Wealth Management Holdings first reported a position in TSLA in Q4 2022 and held it in 1 quarter. The position peaked at $18.5K in Q4 2022. 2,716 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining Tesla position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 150 Tesla shares in Q1 2023, an estimated $18.5K.
  • Riverpoint Wealth Management Holdings first reported a position in Tesla in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's Tesla position peaked at $18.5K in Q4 2022.
  • 2,716 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.