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
2021 Q2	–	Sell	-600	Closed	-$9K	–	271
2021 Q1	$9K	Buy	+600	New	+$151K	﹤0.01%	241

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

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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.