Bridge Advisory’s Tesla TSLA Stock Holding History

Bridge Advisory’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	–	Sell	-1,131	Closed	-$283K	–	149
2023 Q3	$283K	Buy	1,131 +162	+17%	+$41.6K	0.1%	122
2023 Q2	$254K	Hold	969	–	–	0.09%	117
2023 Q1	$201K	Sell	969 -2,300	-70%	-$401K	0.08%	122
2022 Q4	$403K	Buy	3,269 +800	+32%	+$151K	0.17%	93
2022 Q3	$655K	Sell	2,469 -906	-27%	-$253K	0.32%	67
2022 Q2	$787K	Buy	3,375 +27	+0.8%	+$7.37K	0.38%	59
2022 Q1	$1.2M	Buy	3,348 +15	+0.5%	+$4.67K	0.53%	37
2021 Q4	$1.17M	Buy	3,333 +966	+41%	+$324K	0.53%	37
2021 Q3	$612K	Sell	2,367 -12	-0.5%	-$2.82K	0.3%	46
2021 Q2	$539K	Sell	2,379 -267	-10%	-$58K	0.27%	49
2021 Q1	$589K	Sell	2,646 -789	-23%	-$198K	0.37%	34
2020 Q4	$808K	Buy	+3,435	New	+$586K	0.38%	40

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

Bridge Advisory's TSLA Position: Q4 2023 in Review

Bridge Advisory sold out of Tesla (TSLA) in Q4 2023, closing a stake of 1,131 shares — an estimated $283K sold.

Bridge Advisory first reported a position in TSLA in Q4 2020 and held it in 12 quarters. The position peaked at $1.2M in Q1 2022. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Bridge Advisory reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 1,131 Tesla shares in Q4 2023, an estimated $283K.
Bridge Advisory first reported a position in Tesla in Q4 2020 and held it in 12 quarters.
Bridge Advisory's Tesla position peaked at $1.2M in Q1 2022.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.