Bruderman Asset Management’s Tesla TSLA Stock Holding History

Bruderman Asset 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
2021 Q4	–	Sell	-990	Closed	-$256K	–	127
2021 Q3	$256K	Hold	990	–	–	0.06%	110
2021 Q2	$224K	Hold	990	–	–	0.07%	80
2021 Q1	$220K	Hold	990	–	–	0.06%	111
2020 Q4	$233K	Buy	+990	New	+$169K	0.07%	101
2019 Q2	–	Sell	-3,675	Closed	-$69K	–	532
2019 Q1	$69K	Hold	3,675	–	–	0.02%	232
2018 Q4	$82K	Buy	3,675 +1,425	+63%	+$30.7K	0.02%	200
2018 Q3	$40K	Hold	2,250	–	–	0.01%	211
2018 Q2	$51K	Hold	2,250	–	–	0.01%	197
2018 Q1	$40K	Buy	+2,250	New	+$49.5K	0.01%	225
2017 Q3	–	Sell	-750	Closed	-$18K	–	301
2017 Q2	$18K	Buy	+750	New	+$16.5K	﹤0.01%	276
2017 Q1	–	Sell	-750	Closed	-$11K	–	300
2016 Q4	$11K	Hold	750	–	–	﹤0.01%	305
2016 Q3	$10K	Sell	750 -375	-33%	-$5.41K	﹤0.01%	329
2016 Q2	$16K	Hold	1,125	–	–	0.01%	283
2016 Q1	$17K	Hold	1,125	–	–	0.01%	287
2015 Q4	$18K	Buy	1,125 +375	+50%	+$5.61K	0.01%	292
2015 Q3	$12K	Hold	750	–	–	﹤0.01%	325
2015 Q2	$13K	Buy	+750	New	+$11.9K	0.01%	332

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bruderman Asset Management's TSLA Position: Q4 2021 in Review

Bruderman Asset Management sold out of Tesla (TSLA) in Q4 2021, closing a stake of 990 shares — an estimated $256K sold.

Bruderman Asset Management first reported a position in TSLA in Q2 2015 and held it in 17 quarters. The position peaked at $256K in Q3 2021. 2,751 funds tracked by Wall St. Rank hold TSLA as of Q4 2021.

Bruderman Asset Management reported no remaining Tesla position as of Q4 2021 after selling out during the quarter.
Bruderman Asset Management sold 990 Tesla shares in Q4 2021, an estimated $256K.
Bruderman Asset Management first reported a position in Tesla in Q2 2015 and held it in 17 quarters.
Bruderman Asset Management's Tesla position peaked at $256K in Q3 2021.
2,751 funds tracked by Wall St. Rank held Tesla as of Q4 2021.

Based on Bruderman Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.