Bourgeon Capital Management’s Tesla TSLA Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-39	Closed	-$9.69K	–	356
2023 Q4	$9.69K	Sell	39 -52	-57%	-$12.4K	﹤0.01%	240
2023 Q3	$22.8K	Buy	91 +53	+139%	+$13.6K	0.01%	187
2023 Q2	$9.95K	Buy	38 +8	+27%	+$1.6K	﹤0.01%	252
2023 Q1	$6.22K	Hold	30	–	–	﹤0.01%	254
2022 Q4	$3.69K	Hold	30	–	–	﹤0.01%	289
2022 Q3	$8K	Hold	30	–	–	﹤0.01%	226
2022 Q2	$7K	Hold	30	–	–	﹤0.01%	237
2022 Q1	$11K	Hold	30	–	–	﹤0.01%	227
2021 Q4	$11K	Hold	30	–	–	﹤0.01%	214
2021 Q3	$8K	Hold	30	–	–	﹤0.01%	240
2021 Q2	$7K	Hold	30	–	–	﹤0.01%	245
2021 Q1	$7K	Hold	30	–	–	﹤0.01%	241
2020 Q4	$7K	Hold	30	–	–	﹤0.01%	228
2020 Q3	$4K	Buy	+30	New	+$3.54K	﹤0.01%	244
2020 Q2	–	Sell	-750	Closed	-$26K	–	273
2020 Q1	$26K	Buy	+750	New	+$31.1K	0.01%	134

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bourgeon Capital Management's TSLA Position: Q1 2024 in Review

Bourgeon Capital Management sold out of Tesla (TSLA) in Q1 2024, closing a stake of 39 shares — an estimated $9.69K sold.

Bourgeon Capital Management first reported a position in TSLA in Q1 2020 and held it in 15 quarters. The position peaked at $26K in Q1 2020. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

Bourgeon Capital Management reported no remaining Tesla position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 39 Tesla shares in Q1 2024, an estimated $9.69K.
Bourgeon Capital Management first reported a position in Tesla in Q1 2020 and held it in 15 quarters.
Bourgeon Capital Management's Tesla position peaked at $26K in Q1 2020.
2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.