Baystate Wealth Management’s Tesla TSLA Stock Holding History

Baystate 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
2023 Q4	$412K	Sell	1,656 -70	-4%	-$16.6K	0.03%	157
2023 Q3	$432K	Sell	1,726 -72	-4%	-$18.5K	0.04%	141
2023 Q2	$471K	Buy	1,798 +671	+60%	+$134K	0.04%	134
2023 Q1	$234K	Hold	1,127	–	–	0.02%	174
2022 Q4	$139K	Sell	1,127 -919	-45%	-$174K	0.01%	217
2022 Q3	$543K	Buy	2,046 +75	+4%	+$20.9K	0.06%	118
2022 Q2	$442K	Buy	1,971 +84	+4%	+$22.9K	0.04%	130
2022 Q1	$678K	Buy	1,887 +12	+0.6%	+$3.74K	0.06%	102
2021 Q4	$660K	Buy	1,875 +618	+49%	+$207K	0.06%	98
2021 Q3	$325K	Sell	1,257 -63	-5%	-$14.8K	0.03%	121
2021 Q2	$299K	Hold	1,320	–	–	0.03%	122
2021 Q1	$294K	Buy	1,320 +45	+4%	+$11.3K	0.03%	116
2020 Q4	$300K	Buy	1,275 +900	+240%	+$154K	0.03%	104
2020 Q3	$54K	Buy	375 +150	+67%	+$17.7K	0.01%	214
2020 Q2	$16K	Buy	+225	New	+$12.2K	﹤0.01%	333
2018 Q1	–	Sell	-1,650	Closed	-$39K	–	728
2017 Q4	$39K	Buy	+1,650	New	+$35.9K	0.01%	224

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

Baystate Wealth Management's TSLA Position: Q4 2023 in Review

Baystate Wealth Management reduced its Tesla (TSLA) stake by 4.1% in Q4 2023, selling an estimated $16.6K and leaving 1,656 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #157.

Baystate Wealth Management first reported a position in TSLA in Q4 2017 and has held it in 16 quarters since. The position peaked at $678K in Q1 2022. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Baystate Wealth Management held 1,656 shares of Tesla worth $412K as of Q4 2023.
Baystate Wealth Management sold 70 Tesla shares in Q4 2023, an estimated $16.6K.
Tesla made up 0.03% of Baystate Wealth Management's portfolio in Q4 2023, its #157 holding.
Baystate Wealth Management first reported a position in Tesla in Q4 2017 and has held it in 16 quarters since.
Baystate Wealth Management's Tesla position peaked at $678K in Q1 2022.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.