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Caliber Wealth Management (Utah)’s Tesla TSLA Stock Holding History

Caliber Wealth Management (Utah)’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 		$471K Buy
2,682
+193
+8% +$37.7K 0.25% 51
2023
Q4 		$618K Sell
2,489
-3
-0.1% -$713 0.36% 48
2023
Q3 		$624K Buy
2,492
+9
+0.4% +$2.31K 0.42% 48
2023
Q2 		$650K Buy
2,483
+151
+6% +$30.2K 0.44% 48
2023
Q1 		$484K Sell
2,332
-662
-22% -$115K 0.36% 49
2022
Q4 		$369K Buy
2,994
+1,375
+85% +$260K 0.28% 64
2022
Q3 		$429K Sell
1,619
-688
-30% -$192K 0.34% 57
2022
Q2 		$518K Sell
2,307
-5,013
-68% -$1.37M 0.4% 55
2022
Q1 		$2.63M Buy
7,320
+207
+3% +$64.5K 1.68% 21
2021
Q4 		$2.49M Sell
7,113
-1,803
-20% -$605K 1.72% 20
2021
Q3 		$2.59M Sell
8,916
-1,068
-11% -$251K 1.82% 8
2021
Q2 		$2.26M Sell
9,984
-2,985
-23% -$648K 1.6% 12
2021
Q1 		$2.89M Buy
12,969
+4,509
+53% +$1.13M 2.1% 6
2020
Q4 		$1.99M Buy
+8,460
New +$1.44M 1.95% 14

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Caliber Wealth Management (Utah)'s TSLA Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Tesla (TSLA) stake by 7.8% in Q1 2024, buying an estimated $37.7K and bringing the position to 2,682 shares worth $471K. The position accounts for 0.25% of the portfolio, ranked #51.

Caliber Wealth Management (Utah) first reported a position in TSLA in Q4 2020 and has held it in 14 quarters since. The position peaked at $2.89M in Q1 2021. 2,884 funds tracked by Wall St. Rank hold TSLA as of Q1 2024.

  • Caliber Wealth Management (Utah) held 2,682 shares of Tesla worth $471K as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 193 Tesla shares in Q1 2024, an estimated $37.7K.
  • Tesla made up 0.25% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #51 holding.
  • Caliber Wealth Management (Utah) first reported a position in Tesla in Q4 2020 and has held it in 14 quarters since.
  • Caliber Wealth Management (Utah)'s Tesla position peaked at $2.89M in Q1 2021.
  • 2,884 funds tracked by Wall St. Rank held Tesla as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.