Aevitas Wealth Management’s Tesla TSLA Stock Holding History

Aevitas 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
2022 Q4	–	Sell	-879	Closed	-$233K	–	116
2022 Q3	$233K	Sell	879 -18	-2%	-$5.03K	0.18%	102
2022 Q2	$201K	Sell	897 -45	-5%	-$12.3K	0.14%	107
2022 Q1	$338K	Sell	942 -63	-6%	-$19.6K	0.21%	92
2021 Q4	$353K	Sell	1,005 -69	-6%	-$23.1K	0.21%	93
2021 Q3	$277K	Hold	1,074	–	–	0.18%	108
2021 Q2	$243K	Hold	1,074	–	–	0.16%	113
2021 Q1	$239K	Hold	1,074	–	–	0.17%	108
2020 Q4	$252K	Buy	+1,074	New	+$183K	0.18%	103
2019 Q2	–	Sell	-735	Closed	-$13K	–	321
2019 Q1	$13K	Sell	735 -15	-2%	-$301	0.01%	286
2018 Q4	$16K	Sell	750 -1,500	-67%	-$32.3K	0.02%	268
2018 Q3	$40K	Buy	2,250 +420	+23%	+$8.75K	0.04%	218
2018 Q2	$42K	Sell	1,830 -1,560	-46%	-$31.7K	0.04%	214
2018 Q1	$60K	Sell	3,390 -570	-14%	-$12.5K	0.06%	172
2017 Q4	$82K	Buy	+3,960	New	+$86.1K	0.08%	150

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

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

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

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Aevitas Wealth Management's TSLA Position: Q4 2022 in Review

Aevitas Wealth Management sold out of Tesla (TSLA) in Q4 2022, closing a stake of 879 shares — an estimated $233K sold.

Aevitas Wealth Management first reported a position in TSLA in Q4 2017 and held it in 14 quarters. The position peaked at $353K in Q4 2021. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

Aevitas Wealth Management reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
Aevitas Wealth Management sold 879 Tesla shares in Q4 2022, an estimated $233K.
Aevitas Wealth Management first reported a position in Tesla in Q4 2017 and held it in 14 quarters.
Aevitas Wealth Management's Tesla position peaked at $353K in Q4 2021.
2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.