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Affinity Investment Advisors’s Tesla TSLA Stock Holding History

Affinity 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
2022
Q4 		– Sell
-3,181
Closed -$844K – 219
2022
Q3 		$844K Sell
3,181
-5
-0.2% -$1.4K 0.44% 78
2022
Q2 		$715K Hold
3,186
– – 0.35% 97
2022
Q1 		$1.14M Sell
3,186
-72
-2% -$22.4K 0.47% 63
2021
Q4 		$1.15M Sell
3,258
-108
-3% -$36.2K 0.46% 65
2021
Q3 		$870K Sell
3,366
-168
-5% -$39.5K 0.39% 91
2021
Q2 		$801K Sell
3,534
-549
-13% -$119K 0.36% 102
2021
Q1 		$909K Buy
+4,083
New +$1.03M 0.33% 91

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Affinity Investment Advisors's TSLA Position: Q4 2022 in Review

Affinity Investment Advisors sold out of Tesla (TSLA) in Q4 2022, closing a stake of 3,181 shares — an estimated $844K sold.

Affinity Investment Advisors first reported a position in TSLA in Q1 2021 and held it in 7 quarters. The position peaked at $1.15M in Q4 2021. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Affinity Investment Advisors reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 3,181 Tesla shares in Q4 2022, an estimated $844K.
  • Affinity Investment Advisors first reported a position in Tesla in Q1 2021 and held it in 7 quarters.
  • Affinity Investment Advisors's Tesla position peaked at $1.15M in Q4 2021.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Affinity Investment Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.