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SYSTM Wealth Solutions’s Tesla TSLA Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$2.62K Sell
10
-236
-96% -$53.8K 0.08% 52
2024
Q2 		$48.7K Hold
246
– – 0.01% 286
2024
Q1 		$43.2K Sell
246
-3,372
-93% -$659K 0.01% 603
2023
Q4 		$899K Buy
3,618
+326
+10% +$77.5K 0.12% 210
2023
Q3 		$824K Buy
3,292
+529
+19% +$136K 0.13% 210
2023
Q2 		$723K Buy
2,763
+627
+29% +$125K 0.1% 256
2023
Q1 		$443K Buy
+2,136
New +$373K 0.07% 317

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

SYSTM Wealth Solutions's TSLA Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Tesla (TSLA) stake by 96% in Q3 2024, selling an estimated $53.8K and leaving 10 shares worth $2.62K. The position accounts for 0.08% of the portfolio, ranked #52.

SYSTM Wealth Solutions first reported a position in TSLA in Q1 2023 and has held it in 7 quarters since. The position peaked at $899K in Q4 2023. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • SYSTM Wealth Solutions held 10 shares of Tesla worth $2.62K as of Q3 2024.
  • SYSTM Wealth Solutions sold 236 Tesla shares in Q3 2024, an estimated $53.8K.
  • Tesla made up 0.08% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #52 holding.
  • SYSTM Wealth Solutions first reported a position in Tesla in Q1 2023 and has held it in 7 quarters since.
  • SYSTM Wealth Solutions's Tesla position peaked at $899K in Q4 2023.
  • 3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.