Wilbanks Smith & Thomas Asset Management’s Tesla TSLA Stock Holding History

Wilbanks Smith & Thomas Asset Management’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 Q1	$1.5M	Buy	8,505 +1,117	+15%	+$218K	0.04%	188
2023 Q4	$1.84M	Sell	7,388 -235	-3%	-$55.8K	0.06%	168
2023 Q3	$1.91M	Buy	7,623 +253	+3%	+$65K	0.07%	161
2023 Q2	$1.93M	Sell	7,370 -79	-1%	-$15.8K	0.06%	171
2023 Q1	$1.55M	Buy	7,449 +1,040	+16%	+$181K	0.05%	179
2022 Q4	$789K	Sell	6,409 -525	-8%	-$99.4K	0.03%	245
2022 Q3	$1.84M	Sell	6,934 -383	-5%	-$107K	0.08%	157
2022 Q2	$1.64M	Buy	7,317 +273	+4%	+$74.5K	0.07%	173
2022 Q1	$2.13M	Buy	7,044 +1,503	+27%	+$468K	0.09%	155
2021 Q4	$1.95M	Buy	5,541 +33	+0.6%	+$11.1K	0.07%	170
2021 Q3	$1.42M	Buy	5,508 +333	+6%	+$78.4K	0.06%	183
2021 Q2	$1.17M	Sell	5,175 -57	-1%	-$12.4K	0.05%	207
2021 Q1	$1.17M	Buy	5,232 +1,332	+34%	+$334K	0.05%	199
2020 Q4	$917K	Sell	3,900 -1,407	-27%	-$240K	0.04%	200
2020 Q3	$759K	Sell	5,307 -4,623	-47%	-$546K	0.04%	197
2020 Q2	$715K	Sell	9,930 -10,305	-51%	-$557K	0.04%	195
2020 Q1	$707K	Sell	20,235 -8,220	-29%	-$341K	0.05%	189
2019 Q4	$794K	Buy	28,455 +1,620	+6%	+$35.1K	0.05%	193
2019 Q3	$431K	Sell	26,835 -600	-2%	-$9.39K	0.03%	248
2019 Q2	$409K	Sell	27,435 -315	-1%	-$4.9K	0.03%	261
2019 Q1	$518K	Hold	27,750	–	–	0.03%	228
2018 Q4	$616K	Buy	27,750 +300	+1%	+$6.45K	0.04%	181
2018 Q3	$485K	Buy	27,450 +4,125	+18%	+$85.9K	0.03%	238
2018 Q2	$533K	Buy	23,325 +675	+3%	+$13.7K	0.04%	189
2018 Q1	$402K	Hold	22,650	–	–	0.03%	214
2017 Q4	$470K	Buy	22,650 +3,000	+15%	+$65.3K	0.04%	204
2017 Q3	$447K	Sell	19,650 -3,750	-16%	-$86.5K	0.04%	204
2017 Q2	$564K	Sell	23,400 -1,275	-5%	-$28.1K	0.05%	175
2017 Q1	$458K	Sell	24,675 -1,725	-7%	-$29.2K	0.04%	183
2016 Q4	$376K	Buy	26,400 +2,475	+10%	+$32.5K	0.03%	191
2016 Q3	$325K	Sell	23,925 -150	-0.6%	-$2.17K	0.03%	207
2016 Q2	$341K	Hold	24,075	–	–	0.04%	205
2016 Q1	$369K	Sell	24,075 -6,210	-21%	-$81.7K	0.04%	195
2015 Q4	$485K	Buy	30,285 +45	+0.1%	+$673	0.05%	165
2015 Q3	$501K	Sell	30,240 -2,115	-7%	-$35.9K	0.07%	148
2015 Q2	$579K	Sell	32,355 -3,105	-9%	-$49.1K	0.06%	163
2015 Q1	$446K	Buy	35,460 +18,105	+104%	+$244K	0.04%	178
2014 Q4	$257K	Buy	17,355 +2,250	+15%	+$35.2K	0.03%	254
2014 Q3	$244K	Buy	15,105 +225	+2%	+$3.71K	0.03%	250
2014 Q2	$238K	Buy	+14,880	New	+$208K	0.03%	256
2013 Q4	–	Sell	-24,525	Closed	-$316K	–	299
2013 Q3	$316K	Buy	+24,525	New	+$243K	0.04%	208

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Wilbanks Smith & Thomas Asset Management's TSLA Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its Tesla (TSLA) stake by 15% in Q1 2024, buying an estimated $218K and bringing the position to 8,505 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #188.

Wilbanks Smith & Thomas Asset Management first reported a position in TSLA in Q3 2013 and has held it in 41 quarters since. The position peaked at $2.13M in Q1 2022. 2,885 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 8,505 shares of Tesla worth $1.5M as of Q1 2024.
Wilbanks Smith & Thomas Asset Management bought 1,117 Tesla shares in Q1 2024, an estimated $218K.
Tesla made up 0.04% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #188 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in Tesla in Q3 2013 and has held it in 41 quarters since.
Wilbanks Smith & Thomas Asset Management's Tesla position peaked at $2.13M in Q1 2022.
2,885 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.