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Andesa Financial Management’s Tesla TSLA Stock Holding History

Andesa Financial 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
-930
Closed -$247K – 155
2022
Q3 		$247K Buy
+930
New +$260K 0.09% 132
2022
Q2 		– Sell
-750
Closed -$270K – 150
2022
Q1 		$270K Buy
+750
New +$234K 0.15% 124

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $110B AUM 4.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Andesa Financial Management's TSLA Position: Q4 2022 in Review

Andesa Financial Management sold out of Tesla (TSLA) in Q4 2022, closing a stake of 930 shares — an estimated $247K sold.

Andesa Financial Management first reported a position in TSLA in Q1 2022 and held it in 2 quarters. The position peaked at $270K in Q1 2022. 2,484 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Andesa Financial Management reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
  • Andesa Financial Management sold 930 Tesla shares in Q4 2022, an estimated $247K.
  • Andesa Financial Management first reported a position in Tesla in Q1 2022 and held it in 2 quarters.
  • Andesa Financial Management's Tesla position peaked at $270K in Q1 2022.
  • 2,484 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Andesa Financial Management's 13F filing for Q4 2022, filed 10 Feb 2023.