Strategic Wealth Management Group’s Tesla TSLA Stock Holding History

Strategic Wealth Management Group’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 Q2	$803K	Sell	3,546 -6	-0.2%	-$1.3K	0.29%	46
2021 Q1	$791K	Sell	3,552 -30	-0.8%	-$7.53K	0.3%	43
2020 Q4	$843K	Sell	3,582 -5,322	-60%	-$908K	0.36%	36
2020 Q3	$1.27M	Sell	8,904 -651	-7%	-$76.9K	0.62%	28
2020 Q2	$688K	Hold	9,555	–	–	0.41%	32
2020 Q1	$334K	Sell	9,555 -1,410	-13%	-$58.5K	0.25%	53
2019 Q4	$306K	Buy	+10,965	New	+$238K	0.2%	67
2019 Q1	–	Sell	-10,080	Closed	-$224K	–	84
2018 Q4	$224K	Buy	+10,080	New	+$217K	0.22%	69

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Strategic Wealth Management Group's TSLA Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Tesla (TSLA) stake by 0.17% in Q2 2021, selling an estimated $1.3K and leaving 3,546 shares worth $803K. The position accounts for 0.29% of the portfolio, ranked #46.

Strategic Wealth Management Group first reported a position in TSLA in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.27M in Q3 2020. 2,169 funds tracked by Wall St. Rank hold TSLA as of Q2 2021.

Strategic Wealth Management Group held 3,546 shares of Tesla worth $803K as of Q2 2021.
Strategic Wealth Management Group sold 6 Tesla shares in Q2 2021, an estimated $1.3K.
Tesla made up 0.29% of Strategic Wealth Management Group's portfolio in Q2 2021, its #46 holding.
Strategic Wealth Management Group first reported a position in Tesla in Q4 2018 and has held it in 8 quarters since.
Strategic Wealth Management Group's Tesla position peaked at $1.27M in Q3 2020.
2,169 funds tracked by Wall St. Rank held Tesla as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.