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BTR Capital Management’s Tesla TSLA Stock Holding History

BTR 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
2022
Q3 		$306K Hold
1,155
– – 0.05% 132
2022
Q2 		$259K Sell
1,155
-105
-8% -$28.7K 0.04% 145
2022
Q1 		$453K Sell
1,260
-30
-2% -$9.34K 0.06% 124
2021
Q4 		$454K Hold
1,290
– – 0.05% 127
2021
Q3 		$333K Hold
1,290
– – 0.04% 134
2021
Q2 		$292K Buy
+1,290
New +$280K 0.04% 143

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BTR Capital Management's TSLA Position: Q3 2022 in Review

BTR Capital Management held its Tesla (TSLA) position steady in Q3 2022 at 1,155 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #132.

BTR Capital Management first reported a position in TSLA in Q2 2021 and has held it in 6 quarters since. The position peaked at $454K in Q4 2021. 2,736 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

  • BTR Capital Management held 1,155 shares of Tesla worth $306K as of Q3 2022.
  • BTR Capital Management left its Tesla share count unchanged in Q3 2022.
  • Tesla made up 0.05% of BTR Capital Management's portfolio in Q3 2022, its #132 holding.
  • BTR Capital Management first reported a position in Tesla in Q2 2021 and has held it in 6 quarters since.
  • BTR Capital Management's Tesla position peaked at $454K in Q4 2021.
  • 2,736 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.