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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
2020
Q4 		– Sell
-300
Closed -$3K – 406
2020
Q3 		$3K Buy
+300
New +$35.4K ﹤0.01% 362

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.