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WealthSource Partners’s Tesla TSLA Stock Holding History

WealthSource Partners’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
Q4 		$2.21M Sell
8,902
-326
-4% -$77.5K 0.14% 116
2023
Q3 		$2.31M Sell
9,228
-476
-5% -$122K 0.16% 106
2023
Q2 		$2.54M Buy
9,704
+91
+0.9% +$18.2K 0.17% 91
2023
Q1 		$1.99M Buy
9,613
+107
+1% +$18.7K 0.13% 119
2022
Q4 		$1.17M Sell
9,506
-145
-2% -$27.5K 0.08% 169
2022
Q3 		$2.56M Sell
9,651
-549
-5% -$153K 0.19% 89
2022
Q2 		$2.29M Sell
10,200
-1,446
-12% -$395K 0.17% 102
2022
Q1 		$4.18M Buy
11,646
+201
+2% +$62.6K 0.28% 60
2021
Q4 		$4.03M Sell
11,445
-414
-3% -$139K 0.32% 48
2021
Q3 		$3.06M Buy
11,859
+12
+0.1% +$2.82K 0.27% 57
2021
Q2 		$2.68M Buy
11,847
+96
+0.8% +$20.8K 0.24% 60
2021
Q1 		$2.62M Buy
11,751
+1,545
+15% +$388K 0.26% 57
2020
Q4 		$2.4M Sell
10,206
-150
-1% -$25.6K 0.28% 44
2020
Q3 		$1.48M Sell
10,356
-1,284
-11% -$152K 0.2% 70
2020
Q2 		$838K Sell
11,640
-30
-0.3% -$1.62K 0.12% 118
2020
Q1 		$408K Buy
11,670
+3,375
+41% +$140K 0.06% 197
2019
Q4 		$231K Sell
8,295
-675
-8% -$14.6K 0.03% 367
2019
Q3 		$144K Buy
+8,970
New +$140K 0.02% 418

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthSource Partners's TSLA Position: Q4 2023 in Review

WealthSource Partners reduced its Tesla (TSLA) stake by 3.5% in Q4 2023, selling an estimated $77.5K and leaving 8,902 shares worth $2.21M. The position accounts for 0.14% of the portfolio, ranked #116.

WealthSource Partners first reported a position in TSLA in Q3 2019 and has held it in 18 quarters since. The position peaked at $4.18M in Q1 2022. 3,148 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

  • WealthSource Partners held 8,902 shares of Tesla worth $2.21M as of Q4 2023.
  • WealthSource Partners sold 326 Tesla shares in Q4 2023, an estimated $77.5K.
  • Tesla made up 0.14% of WealthSource Partners's portfolio in Q4 2023, its #116 holding.
  • WealthSource Partners first reported a position in Tesla in Q3 2019 and has held it in 18 quarters since.
  • WealthSource Partners's Tesla position peaked at $4.18M in Q1 2022.
  • 3,148 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.