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Wealthstreet Investment Advisors’s Tesla TSLA Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-4,350
Closed -$968K – 304
2021
Q1 		$968K Sell
4,350
-375
-8% -$94.1K 0.09% 172
2020
Q4 		$1.11M Sell
4,725
-975
-17% -$166K 0.11% 159
2020
Q3 		$815K Sell
5,700
-3,690
-39% -$436K 0.09% 169
2020
Q2 		$676K Buy
9,390
+75
+0.8% +$4.06K 0.08% 177
2020
Q1 		$325K Buy
+9,315
New +$386K 0.05% 235

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthstreet Investment Advisors's TSLA Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Tesla (TSLA) in Q2 2021, closing a stake of 4,350 shares — an estimated $968K sold.

Wealthstreet Investment Advisors first reported a position in TSLA in Q1 2020 and held it in 5 quarters. The position peaked at $1.11M in Q4 2020. 2,171 funds tracked by Wall St. Rank hold TSLA as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Tesla position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 4,350 Tesla shares in Q2 2021, an estimated $968K.
  • Wealthstreet Investment Advisors first reported a position in Tesla in Q1 2020 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's Tesla position peaked at $1.11M in Q4 2020.
  • 2,171 funds tracked by Wall St. Rank held Tesla as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.