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Waypoint Capital Advisors’s Tesla TSLA Stock Holding History

Waypoint Capital 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
2024
Q3 		$364K Buy
1,391
+304
+28% +$69.3K 0.08% 98
2024
Q2 		$215K Buy
+1,087
New +$190K 0.05% 117
2022
Q2 		– Sell
-693
Closed -$249K – 137
2022
Q1 		$249K Buy
693
+96
+16% +$29.9K 0.15% 102
2021
Q4 		$210K Buy
+597
New +$200K 0.14% 91

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

Waypoint Capital Advisors's TSLA Position: Q3 2024 in Review

Waypoint Capital Advisors increased its Tesla (TSLA) stake by 28% in Q3 2024, buying an estimated $69.3K and bringing the position to 1,391 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #98.

Waypoint Capital Advisors first reported a position in TSLA in Q4 2021 and has held it in 4 quarters since. 3,181 funds tracked by Wall St. Rank hold TSLA as of Q3 2024.

  • Waypoint Capital Advisors held 1,391 shares of Tesla worth $364K as of Q3 2024.
  • Waypoint Capital Advisors bought 304 Tesla shares in Q3 2024, an estimated $69.3K.
  • Tesla made up 0.08% of Waypoint Capital Advisors's portfolio in Q3 2024, its #98 holding.
  • Waypoint Capital Advisors first reported a position in Tesla in Q4 2021 and has held it in 4 quarters since.
  • 3,181 funds tracked by Wall St. Rank held Tesla as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.