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Schneider Downs Wealth Management Advisors’s Tesla TSLA Stock Holding History

Schneider Downs Wealth Management 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
2022
Q2 		– Sell
-561
Closed -$202K – 153
2022
Q1 		$202K Sell
561
-93
-14% -$29K 0.05% 146
2021
Q4 		$230K Buy
+654
New +$219K 0.05% 141

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's TSLA Position: Q2 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Tesla (TSLA) in Q2 2022, closing a stake of 561 shares — an estimated $202K sold.

Schneider Downs Wealth Management Advisors first reported a position in TSLA in Q4 2021 and held it in 2 quarters. The position peaked at $230K in Q4 2021. 2,624 funds tracked by Wall St. Rank hold TSLA as of Q2 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Tesla position as of Q2 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 561 Tesla shares in Q2 2022, an estimated $202K.
  • Schneider Downs Wealth Management Advisors first reported a position in Tesla in Q4 2021 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's Tesla position peaked at $230K in Q4 2021.
  • 2,624 funds tracked by Wall St. Rank held Tesla as of Q2 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.