WR Wealth Planners’s Tesla TSLA Stock Holding History

WR Wealth Planners’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	$1.46M	Sell	3,624 -162	-4%	-$52.1K	0.47%	31
2024 Q3	$991K	Buy	3,786 +113	+3%	+$25.8K	0.28%	60
2024 Q2	$727K	Sell	3,673 -1,015	-22%	-$177K	0.22%	69
2024 Q1	$824K	Buy	4,688 +307	+7%	+$60K	0.26%	57
2023 Q4	$1.09M	Buy	4,381 +47	+1%	+$11.2K	0.41%	48
2023 Q3	$1.08M	Buy	4,334 +202	+5%	+$51.9K	0.41%	39
2023 Q2	$1.08M	Sell	4,132 -670	-14%	-$134K	0.42%	41
2023 Q1	$996K	Buy	4,802 +4,715	+5,420%	+$823K	0.43%	41
2022 Q4	$10.7K	Buy	87 +21	+32%	+$3.98K	0.01%	259
2022 Q3	$17.5K	Hold	66	–	–	0.01%	213
2022 Q2	$14.8K	Buy	66 +18	+38%	+$4.91K	0.01%	252
2022 Q1	$17.2K	Buy	+48	New	+$14.9K	0.01%	246

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

WR Wealth Planners's TSLA Position: Q4 2024 in Review

WR Wealth Planners reduced its Tesla (TSLA) stake by 4.3% in Q4 2024, selling an estimated $52.1K and leaving 3,624 shares worth $1.46M. The position accounts for 0.47% of the portfolio, ranked #31.

WR Wealth Planners first reported a position in TSLA in Q1 2022 and has held it in 12 quarters since. 3,906 funds tracked by Wall St. Rank hold TSLA as of Q4 2024.

WR Wealth Planners held 3,624 shares of Tesla worth $1.46M as of Q4 2024.
WR Wealth Planners sold 162 Tesla shares in Q4 2024, an estimated $52.1K.
Tesla made up 0.47% of WR Wealth Planners's portfolio in Q4 2024, its #31 holding.
WR Wealth Planners first reported a position in Tesla in Q1 2022 and has held it in 12 quarters since.
3,906 funds tracked by Wall St. Rank held Tesla as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.