1834 Investment Advisors’s Tesla TSLA Stock Holding History

1834 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
2023 Q4	–	Sell	-1,322	Closed	-$331K	–	234
2023 Q3	$331K	Sell	1,322 -700	-35%	-$180K	0.04%	193
2023 Q2	$529K	Buy	2,022 +830	+70%	+$166K	0.06%	165
2023 Q1	$247K	Buy	+1,192	New	+$208K	0.03%	218
2022 Q4	–	Sell	-1,513	Closed	-$401K	–	202
2022 Q3	$401K	Buy	1,513 +352	+30%	+$98.3K	0.06%	138
2022 Q2	$261K	Buy	1,161 +216	+23%	+$59K	0.04%	172
2022 Q1	$339K	Sell	945 -300	-24%	-$93.4K	0.04%	154
2021 Q4	$439K	Sell	1,245 -240	-16%	-$80.5K	0.05%	141
2021 Q3	$384K	Hold	1,485	–	–	0.05%	143
2021 Q2	$336K	Buy	1,485 +810	+120%	+$176K	0.04%	152
2021 Q1	$150K	Hold	675	–	–	0.02%	217
2020 Q4	$159K	Sell	675 -45	-6%	-$7.68K	0.02%	213
2020 Q3	$103K	Buy	720 +150	+26%	+$17.7K	0.02%	224
2020 Q2	$41K	Hold	570	–	–	0.01%	253
2020 Q1	$20K	Hold	570	–	–	﹤0.01%	300
2019 Q4	$16K	Hold	570	–	–	﹤0.01%	343
2019 Q3	$9K	Hold	570	–	–	﹤0.01%	391
2019 Q2	$8K	Sell	570 -180	-24%	-$2.8K	﹤0.01%	385
2019 Q1	$14K	Hold	750	–	–	﹤0.01%	339
2018 Q4	$17K	Buy	+750	New	+$16.1K	﹤0.01%	332

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

1834 Investment Advisors's TSLA Position: Q4 2023 in Review

1834 Investment Advisors sold out of Tesla (TSLA) in Q4 2023, closing a stake of 1,322 shares — an estimated $331K sold.

1834 Investment Advisors first reported a position in TSLA in Q4 2018 and held it in 19 quarters. The position peaked at $529K in Q2 2023. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

1834 Investment Advisors reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
1834 Investment Advisors sold 1,322 Tesla shares in Q4 2023, an estimated $331K.
1834 Investment Advisors first reported a position in Tesla in Q4 2018 and held it in 19 quarters.
1834 Investment Advisors's Tesla position peaked at $529K in Q2 2023.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on 1834 Investment Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.