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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 		$186K Hold
10,900
– – 0.04% 54
2024
Q1 		$316K Buy
+10,900
New +$2.13M 0.07% 43

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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.