Bridgeworth’s Tesla TSLA Stock Holding History

Bridgeworth’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	$1.32M	Sell	5,304 -27	-0.5%	-$6.42K	0.13%	67
2023 Q3	$1.33M	Sell	5,331 -699	-12%	-$180K	0.15%	61
2023 Q2	$1.58M	Sell	6,030 -8	-0.1%	-$1.6K	0.17%	52
2023 Q1	$1.25M	Buy	6,038 +57	+1%	+$9.94K	0.16%	64
2022 Q4	$737K	Sell	5,981 -737	-11%	-$140K	0.12%	82
2022 Q3	$1.78M	Buy	6,718 +70	+1%	+$19.5K	0.41%	38
2022 Q2	$1.49M	Buy	6,648 +1,425	+27%	+$389K	0.35%	49
2022 Q1	$1.88M	Sell	5,223 -450	-8%	-$140K	0.43%	36
2021 Q4	$2M	Buy	5,673 +270	+5%	+$90.6K	0.44%	34
2021 Q3	$1.4M	Buy	5,403 +51	+1%	+$12K	0.39%	39
2021 Q2	$1.21M	Buy	5,352 +87	+2%	+$18.9K	0.35%	44
2021 Q1	$1.17M	Buy	5,265 +15	+0.3%	+$3.77K	0.37%	42
2020 Q4	$1.24M	Buy	5,250 +210	+4%	+$35.8K	0.41%	42
2020 Q3	$721K	Buy	5,040 +75	+2%	+$8.86K	0.27%	51
2020 Q2	$357K	Buy	+4,965	New	+$269K	0.14%	86
2018 Q3	–	Sell	-1,230	Closed	-$28K	–	500
2018 Q2	$28K	Buy	+1,230	New	+$25K	0.01%	348

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

Bridgeworth's TSLA Position: Q4 2023 in Review

Bridgeworth reduced its Tesla (TSLA) stake by 0.51% in Q4 2023, selling an estimated $6.42K and leaving 5,304 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #67.

Bridgeworth first reported a position in TSLA in Q2 2018 and has held it in 16 quarters since. The position peaked at $2M in Q4 2021. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Bridgeworth held 5,304 shares of Tesla worth $1.32M as of Q4 2023.
Bridgeworth sold 27 Tesla shares in Q4 2023, an estimated $6.42K.
Tesla made up 0.13% of Bridgeworth's portfolio in Q4 2023, its #67 holding.
Bridgeworth first reported a position in Tesla in Q2 2018 and has held it in 16 quarters since.
Bridgeworth's Tesla position peaked at $2M in Q4 2021.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.