TFO Wealth Partners’s Tesla TSLA Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-9	Closed	-$2.24K	–	921
2023 Q4	$2.24K	Sell	9 -150	-94%	-$35.6K	﹤0.01%	126
2023 Q3	$41.6K	Buy	159 +1	+0.6%	+$257	0.01%	97
2023 Q2	$41.4K	Buy	158 +150	+1,875%	+$30K	0.01%	86
2023 Q1	$1.66K	Buy	8 +2	+33%	+$349	﹤0.01%	151
2022 Q4	$206	Sell	6 -58	-91%	-$11K	﹤0.01%	627
2022 Q3	$17K	Sell	64 -56	-47%	-$15.6K	﹤0.01%	73
2022 Q2	$27K	Buy	+120	New	+$32.8K	0.01%	79
2021 Q4	–	Sell	-12	Closed	-$3K	–	194
2021 Q3	$3K	Hold	12	–	–	﹤0.01%	125
2021 Q2	$3K	Buy	+12	New	+$2.6K	﹤0.01%	101
2021 Q1	–	Sell	-168	Closed	-$40K	–	179
2020 Q4	$40K	Buy	+168	New	+$28.7K	0.01%	56
2020 Q3	–	Sell	-330	Closed	-$24K	–	189
2020 Q2	$24K	Sell	330 -90	-21%	-$4.87K	0.01%	62
2020 Q1	$14K	Buy	420 +195	+87%	+$8.08K	0.01%	86
2019 Q4	$6K	Buy	+225	New	+$4.88K	0.01%	131

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

TFO Wealth Partners's TSLA Position: Q1 2024 in Review

TFO Wealth Partners sold out of Tesla (TSLA) in Q1 2024, closing a stake of 9 shares — an estimated $2.24K sold.

TFO Wealth Partners first reported a position in TSLA in Q4 2019 and held it in 13 quarters. The position peaked at $41.6K in Q3 2023. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

TFO Wealth Partners reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 9 Tesla shares in Q1 2024, an estimated $2.24K.
TFO Wealth Partners first reported a position in Tesla in Q4 2019 and held it in 13 quarters.
TFO Wealth Partners's Tesla position peaked at $41.6K in Q3 2023.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.