V Wealth Advisors’s Tesla TSLA Stock Holding History

V Wealth Advisors’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
2023 Q3	$231K	Sell	925 -6,215	-87%	-$1.6M	0.19%	97
2023 Q2	$1.87M	Buy	7,140 +903	+14%	+$181K	0.31%	68
2023 Q1	$1.29M	Buy	6,237 +299	+5%	+$52.2K	0.24%	91
2022 Q4	$731K	Sell	5,938 -126	-2%	-$23.9K	0.15%	144
2022 Q3	$1.61M	Buy	6,064 +184	+3%	+$51.4K	0.32%	69
2022 Q2	$1.32M	Buy	5,880 +753	+15%	+$206K	0.25%	99
2022 Q1	$1.84M	Buy	5,127 +333	+7%	+$104K	0.29%	74
2021 Q4	$1.69M	Sell	4,794 -267	-5%	-$89.5K	0.25%	88
2021 Q3	$1.31M	Sell	5,061 -924	-15%	-$217K	0.2%	116
2021 Q2	$1.35M	Sell	5,985 -627	-9%	-$136K	0.22%	110
2021 Q1	$1.47M	Sell	6,612 -414	-6%	-$104K	0.27%	94
2020 Q4	$1.65M	Buy	7,026 +5,127	+270%	+$875K	0.34%	67
2020 Q3	$272K	Sell	1,899 -3,276	-63%	-$387K	0.19%	137
2020 Q2	$373K	Sell	5,175 -2,700	-34%	-$146K	0.1%	228
2020 Q1	$275K	Buy	+7,875	New	+$326K	0.09%	236
2017 Q3	–	Sell	-6,315	Closed	-$150K	–	664
2017 Q2	$150K	Buy	+6,315	New	+$139K	0.07%	204

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V Wealth Advisors's TSLA Position: Q3 2023 in Review

V Wealth Advisors reduced its Tesla (TSLA) stake by 87% in Q3 2023, selling an estimated $1.6M and leaving 925 shares worth $231K. The position accounts for 0.19% of the portfolio, ranked #97.

V Wealth Advisors first reported a position in TSLA in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.87M in Q2 2023. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

V Wealth Advisors held 925 shares of Tesla worth $231K as of Q3 2023.
V Wealth Advisors sold 6,215 Tesla shares in Q3 2023, an estimated $1.6M.
Tesla made up 0.19% of V Wealth Advisors's portfolio in Q3 2023, its #97 holding.
V Wealth Advisors first reported a position in Tesla in Q2 2017 and has held it in 16 quarters since.
V Wealth Advisors's Tesla position peaked at $1.87M in Q2 2023.
2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.