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	–	505
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthOne's TSLA Position: Q3 2023 in Review

WealthOne reduced its Tesla (TSLA) stake by 2% in Q3 2023, selling an estimated $11.6K and leaving 2,162 shares worth $541K. The position accounts for 0.22% of the portfolio, ranked #39.

WealthOne first reported a position in TSLA in Q4 2018 and has held it in 14 quarters since. The position peaked at $801K in Q1 2022. 2,932 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

WealthOne held 2,162 shares of Tesla worth $541K as of Q3 2023.
WealthOne sold 45 Tesla shares in Q3 2023, an estimated $11.6K.
Tesla made up 0.22% of WealthOne's portfolio in Q3 2023, its #39 holding.
WealthOne first reported a position in Tesla in Q4 2018 and has held it in 14 quarters since.
WealthOne's Tesla position peaked at $801K in Q1 2022.
2,932 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.