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Altavista Wealth Management’s Tesla TSLA Stock Holding History

Altavista 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
2021
Q4 		$497K Sell
1,410
-90
-6% -$30.2K 0.1% 122
2021
Q3 		$388K Sell
1,500
-180
-11% -$42.4K 0.09% 136
2021
Q2 		$381K Buy
1,680
+270
+19% +$58.6K 0.08% 137
2021
Q1 		$314K Sell
1,410
-60
-4% -$15.1K 0.08% 144
2020
Q4 		$346K Buy
+1,470
New +$251K 0.09% 136

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Altavista Wealth Management's TSLA Position: Q4 2021 in Review

Altavista Wealth Management reduced its Tesla (TSLA) stake by 6% in Q4 2021, selling an estimated $30.2K and leaving 1,410 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #122.

Altavista Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 5 quarters since. 2,753 funds tracked by Wall St. Rank hold TSLA as of Q4 2021.

  • Altavista Wealth Management held 1,410 shares of Tesla worth $497K as of Q4 2021.
  • Altavista Wealth Management sold 90 Tesla shares in Q4 2021, an estimated $30.2K.
  • Tesla made up 0.1% of Altavista Wealth Management's portfolio in Q4 2021, its #122 holding.
  • Altavista Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 5 quarters since.
  • 2,753 funds tracked by Wall St. Rank held Tesla as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.