Wellington Wealth Strategies’s Tesla TSLA Stock Holding History

Wellington Wealth Strategies’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
2024 Q4	$561K	Sell	1,576 -1,447	-48%	-$466K	0.51%	40
2024 Q3	$755K	Buy	+3,023	New	+$689K	0.57%	38
2024 Q2	–	Sell	-2,540	Closed	-$446K	–	167
2024 Q1	$446K	Sell	2,540 -495	-16%	-$96.7K	0.21%	92
2023 Q4	$754K	Buy	+3,035	New	+$721K	0.64%	38
2020 Q4	$754K	Buy	+9,105	New	+$1.55M	0.64%	38

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Wealth Strategies's TSLA Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its Tesla (TSLA) stake by 48% in Q4 2024, selling an estimated $466K and leaving 1,576 shares worth $561K. The position accounts for 0.51% of the portfolio, ranked #40.

Wellington Wealth Strategies first reported a position in TSLA in Q4 2020 and has held it in 5 quarters since. The position peaked at $755K in Q3 2024. 3,905 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

Wellington Wealth Strategies held 1,576 shares of Tesla worth $561K as of Q4 2024.
Wellington Wealth Strategies sold 1,447 Tesla shares in Q4 2024, an estimated $466K.
Tesla made up 0.51% of Wellington Wealth Strategies's portfolio in Q4 2024, its #40 holding.
Wellington Wealth Strategies first reported a position in Tesla in Q4 2020 and has held it in 5 quarters since.
Wellington Wealth Strategies's Tesla position peaked at $755K in Q3 2024.
3,905 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.