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TSLA icon

WealthStone’s Tesla TSLA Stock Holding History

WealthStone’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
2021
Q1 		$2.35M Buy
10,554
+480
+5% +$121K 0.82% 18
2020
Q4 		$2.37M Buy
10,074
+189
+2% +$32.3K 0.84% 16
2020
Q3 		$1.41M Buy
9,885
+5,895
+148% +$696K 0.65% 23
2020
Q2 		$287K Buy
+3,990
New +$216K 0.14% 121

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WealthStone's TSLA Position: Q1 2021 in Review

WealthStone increased its Tesla (TSLA) stake by 4.8% in Q1 2021, buying an estimated $121K and bringing the position to 10,554 shares worth $2.35M. The position accounts for 0.82% of the portfolio, ranked #18.

WealthStone first reported a position in TSLA in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.37M in Q4 2020. 2,149 funds tracked by Wall St. Rank hold TSLA as of Q1 2021.

  • WealthStone held 10,554 shares of Tesla worth $2.35M as of Q1 2021.
  • WealthStone bought 480 Tesla shares in Q1 2021, an estimated $121K.
  • Tesla made up 0.82% of WealthStone's portfolio in Q1 2021, its #18 holding.
  • WealthStone first reported a position in Tesla in Q2 2020 and has held it in 4 quarters since.
  • WealthStone's Tesla position peaked at $2.37M in Q4 2020.
  • 2,149 funds tracked by Wall St. Rank held Tesla as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.