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TrinityPoint Wealth’s Tesla TSLA Stock Holding History

TrinityPoint Wealth’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
Q4 		$2.17M Buy
5,374
+189
+4% +$60.8K 0.3% 77
2024
Q3 		$1.36M Sell
5,185
-536
-9% -$122K 0.2% 129
2024
Q2 		$1.13M Sell
5,721
-548
-9% -$95.8K 0.18% 133
2024
Q1 		$1.1M Buy
6,269
+397
+7% +$77.6K 0.18% 127
2023
Q4 		$1.46M Buy
5,872
+440
+8% +$105K 0.26% 96
2023
Q3 		$1.36M Sell
5,432
-194
-3% -$49.8K 0.27% 97
2023
Q2 		$1.47M Buy
5,626
+301
+6% +$60.2K 0.29% 95
2023
Q1 		$1.1M Buy
5,325
+130
+3% +$22.7K 0.24% 106
2022
Q4 		$640K Sell
5,195
-196
-4% -$37.1K 0.15% 143
2022
Q3 		$1.43M Sell
5,391
-63
-1% -$17.6K 0.33% 79
2022
Q2 		$1.22M Buy
5,454
+51
+0.9% +$13.9K 0.27% 86
2022
Q1 		$1.94M Buy
5,403
+417
+8% +$130K 0.35% 70
2021
Q4 		$1.76M Sell
4,986
-582
-10% -$195K 0.31% 76
2021
Q3 		$1.44M Buy
5,568
+18
+0.3% +$4.24K 0.28% 82
2021
Q2 		$1.26M Sell
5,550
-84
-1% -$18.2K 0.26% 91
2021
Q1 		$1.25M Sell
5,634
-819
-13% -$206K 0.29% 85
2020
Q4 		$1.9M Buy
6,453
+684
+12% +$117K 0.46% 58
2020
Q3 		$825K Buy
5,769
+1,524
+36% +$180K 0.23% 102
2020
Q2 		$306K Buy
+4,245
New +$230K 0.1% 165

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrinityPoint Wealth's TSLA Position: Q4 2024 in Review

TrinityPoint Wealth increased its Tesla (TSLA) stake by 3.6% in Q4 2024, buying an estimated $60.8K and bringing the position to 5,374 shares worth $2.17M. The position accounts for 0.3% of the portfolio, ranked #77.

TrinityPoint Wealth first reported a position in TSLA in Q2 2020 and has held it in 19 quarters since. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

  • TrinityPoint Wealth held 5,374 shares of Tesla worth $2.17M as of Q4 2024.
  • TrinityPoint Wealth bought 189 Tesla shares in Q4 2024, an estimated $60.8K.
  • Tesla made up 0.3% of TrinityPoint Wealth's portfolio in Q4 2024, its #77 holding.
  • TrinityPoint Wealth first reported a position in Tesla in Q2 2020 and has held it in 19 quarters since.
  • 3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.