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Twelve Points Wealth Management’s Tesla TSLA Stock Holding History

Twelve Points 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
Q3 		– Sell
-1,184
Closed -$234K – 187
2024
Q2 		$234K Buy
1,184
+30
+3% +$5.24K 0.08% 159
2024
Q1 		$203K Sell
1,154
-159
-12% -$31.1K 0.07% 162
2023
Q4 		$326K Buy
1,313
+40
+3% +$9.51K 0.15% 134
2023
Q3 		$319K Hold
1,273
– – 0.16% 135
2023
Q2 		$333K Hold
1,273
– – 0.18% 133
2023
Q1 		$264K Buy
+1,273
New +$222K 0.15% 142
2022
Q4 		– Sell
-1,152
Closed -$306K – 168
2022
Q3 		$306K Buy
+1,152
New +$322K 0.24% 130

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

Twelve Points Wealth Management's TSLA Position: Q3 2024 in Review

Twelve Points Wealth Management sold out of Tesla (TSLA) in Q3 2024, closing a stake of 1,184 shares — an estimated $234K sold.

Twelve Points Wealth Management first reported a position in TSLA in Q3 2022 and held it in 7 quarters. The position peaked at $333K in Q2 2023. 3,180 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Twelve Points Wealth Management reported no remaining Tesla position as of Q3 2024 after selling out during the quarter.
  • Twelve Points Wealth Management sold 1,184 Tesla shares in Q3 2024, an estimated $234K.
  • Twelve Points Wealth Management first reported a position in Tesla in Q3 2022 and held it in 7 quarters.
  • Twelve Points Wealth Management's Tesla position peaked at $333K in Q2 2023.
  • 3,180 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Twelve Points Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.