WealthOne’s Tesla TSLA Stock Holding History

WealthOne’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	$541K	Sell	2,162 -45	-2%	-$11.6K	0.22%	39
2023 Q2	$578K	Sell	2,207 -8	-0.4%	-$1.6K	0.21%	43
2023 Q1	$460K	Buy	2,215 +34	+2%	+$5.93K	0.18%	56
2022 Q4	$269K	Sell	2,181 -169	-7%	-$32K	0.11%	90
2022 Q3	$623K	Buy	2,350 +52	+2%	+$14.5K	0.27%	45
2022 Q2	$516K	Buy	2,298 +69	+3%	+$18.8K	0.21%	54
2022 Q1	$801K	Buy	2,229 +147	+7%	+$45.8K	0.28%	40
2021 Q4	$733K	Buy	2,082 +675	+48%	+$226K	0.25%	43
2021 Q3	$364K	Sell	1,407 -132	-9%	-$31.1K	0.14%	86
2021 Q2	$349K	Sell	1,539 -96	-6%	-$20.8K	0.14%	88
2021 Q1	$364K	Buy	1,635 +135	+9%	+$33.9K	0.16%	88
2020 Q4	$353K	Hold	1,500	–	–	0.17%	75
2020 Q3	$215K	Buy	+1,500	New	+$177K	0.12%	99
2019 Q1	–	Sell	-870	Closed	-$19K	–	525
2018 Q4	$19K	Buy	+870	New	+$18.7K	0.02%	294

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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