Soundmark Wealth Management’s Tesla TSLA Stock Holding History

Soundmark Wealth Management’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	-1,478	Closed	-$260K	–	47
2024 Q1	$260K	Hold	1,478	–	–	0.12%	58
2023 Q4	$367K	Sell	1,478 -158	-10%	-$37.5K	0.18%	53
2023 Q3	$409K	Sell	1,636 -390	-19%	-$100K	0.23%	47
2023 Q2	$530K	Hold	2,026	–	–	0.3%	46
2023 Q1	$420K	Hold	2,026	–	–	0.25%	47
2022 Q4	$250K	Sell	2,026 -167	-8%	-$31.6K	0.16%	51
2022 Q3	$582K	Hold	2,193	–	–	0.41%	38
2022 Q2	$492K	Hold	2,193	–	–	0.35%	41
2022 Q1	$787K	Sell	2,193 -27	-1%	-$8.41K	0.55%	34
2021 Q4	$782K	Sell	2,220 -2,352	-51%	-$789K	0.53%	35
2021 Q3	$1.18M	Sell	4,572 -45	-1%	-$10.6K	0.43%	32
2021 Q2	$1.05M	Buy	4,617 +390	+9%	+$84.7K	0.43%	28
2021 Q1	$941K	Buy	4,227 +495	+13%	+$124K	0.52%	28
2020 Q4	$878K	Buy	+3,732	New	+$637K	0.56%	28

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

Soundmark Wealth Management's TSLA Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Tesla (TSLA) in Q2 2024, closing a stake of 1,478 shares — an estimated $260K sold.

Soundmark Wealth Management first reported a position in TSLA in Q4 2020 and held it in 14 quarters. The position peaked at $1.18M in Q3 2021. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

Soundmark Wealth Management reported no remaining Tesla position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 1,478 Tesla shares in Q2 2024, an estimated $260K.
Soundmark Wealth Management first reported a position in Tesla in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's Tesla position peaked at $1.18M in Q3 2021.
2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.