TMD Wealth Management’s Tesla TSLA Stock Holding History

TMD 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	$4.22M	Sell	21,310 -3,595	-14%	-$628K	0.92%	21
2024 Q1	$4.38M	Sell	24,905 -1,467	-6%	-$287K	1.02%	20
2023 Q4	$6.55M	Buy	26,372 +24,889	+1,678%	+$5.92M	1.71%	16
2023 Q3	$371K	Sell	1,483 -357	-19%	-$91.7K	0.11%	41
2023 Q2	$482K	Sell	1,840 -288	-14%	-$57.6K	0.13%	33
2023 Q1	$441K	Buy	+2,128	New	+$371K	0.12%	33

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

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

TMD Wealth Management reduced its Tesla (TSLA) stake by 14% in Q2 2024, selling an estimated $628K and leaving 21,310 shares worth $4.22M. The position accounts for 0.92% of the portfolio, ranked #21.

TMD Wealth Management first reported a position in TSLA in Q1 2023 and has held it in 6 quarters since. The position peaked at $6.55M in Q4 2023. 2,958 funds tracked by Wall St. Rank hold TSLA as of Q2 2024.

TMD Wealth Management held 21,310 shares of Tesla worth $4.22M as of Q2 2024.
TMD Wealth Management sold 3,595 Tesla shares in Q2 2024, an estimated $628K.
Tesla made up 0.92% of TMD Wealth Management's portfolio in Q2 2024, its #21 holding.
TMD Wealth Management first reported a position in Tesla in Q1 2023 and has held it in 6 quarters since.
TMD Wealth Management's Tesla position peaked at $6.55M in Q4 2023.
2,958 funds tracked by Wall St. Rank held Tesla as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.