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Cascadia Advisory Services’s Tesla TSLA Stock Holding History

Cascadia Advisory Services’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
Q3 		$482K Buy
1,863
+960
+106% +$226K 0.1% 185
2021
Q2 		$205K Buy
+903
New +$196K 0.04% 234

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cascadia Advisory Services's TSLA Position: Q3 2021 in Review

Cascadia Advisory Services increased its Tesla (TSLA) stake by 106% in Q3 2021, buying an estimated $226K and bringing the position to 1,863 shares worth $482K. The position accounts for 0.1% of the portfolio, ranked #185.

Cascadia Advisory Services first reported a position in TSLA in Q2 2021 and has held it in 2 quarters since. 2,249 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

  • Cascadia Advisory Services held 1,863 shares of Tesla worth $482K as of Q3 2021.
  • Cascadia Advisory Services bought 960 Tesla shares in Q3 2021, an estimated $226K.
  • Tesla made up 0.1% of Cascadia Advisory Services's portfolio in Q3 2021, its #185 holding.
  • Cascadia Advisory Services first reported a position in Tesla in Q2 2021 and has held it in 2 quarters since.
  • 2,249 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.