Windsor Wealth Management’s Tesla TSLA Stock Holding History

Windsor Wealth 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
2023 Q3	$1.28M	Sell	5,113 -84	-2%	-$21.6K	0.23%	59
2023 Q2	$1.36M	Buy	5,197 +1,050	+25%	+$210K	0.24%	59
2023 Q1	$765K	Buy	4,147 +449	+12%	+$78.3K	0.15%	77
2022 Q4	$418K	Sell	3,698 -137	-4%	-$25.9K	0.09%	107
2022 Q3	$855K	Buy	3,835 +1,945	+103%	+$543K	0.21%	71
2022 Q2	$438K	Sell	1,890 -1,611	-46%	-$440K	0.11%	96
2022 Q1	$1.2M	Sell	3,501 -342	-9%	-$107K	0.22%	87
2021 Q4	$1.47M	Buy	3,843 +42	+1%	+$14.1K	0.27%	77
2021 Q3	$912K	Buy	3,801 +537	+16%	+$126K	0.19%	109
2021 Q2	$740K	Sell	3,264 -480	-13%	-$104K	0.16%	124
2021 Q1	$834K	Sell	3,744 -72	-2%	-$18.1K	0.2%	104
2020 Q4	$898K	Buy	3,816 +120	+3%	+$20.5K	0.23%	90
2020 Q3	$518K	Buy	3,696 +906	+32%	+$107K	0.15%	123
2020 Q2	$201K	Buy	+2,790	New	+$151K	0.06%	184

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Windsor Wealth Management's TSLA Position: Q3 2023 in Review

Windsor Wealth Management reduced its Tesla (TSLA) stake by 1.6% in Q3 2023, selling an estimated $21.6K and leaving 5,113 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #59.

Windsor Wealth Management first reported a position in TSLA in Q2 2020 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2021. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

Windsor Wealth Management held 5,113 shares of Tesla worth $1.28M as of Q3 2023.
Windsor Wealth Management sold 84 Tesla shares in Q3 2023, an estimated $21.6K.
Tesla made up 0.23% of Windsor Wealth Management's portfolio in Q3 2023, its #59 holding.
Windsor Wealth Management first reported a position in Tesla in Q2 2020 and has held it in 14 quarters since.
Windsor Wealth Management's Tesla position peaked at $1.47M in Q4 2021.
2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.