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Catalyst Wealth Management’s Tesla TSLA Stock Holding History

Catalyst Wealth 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
2023
Q1 		$469K Buy
2,260
+58
+3% +$10.1K 0.44% 78
2022
Q4 		$271K Buy
+2,202
New +$417K 0.26% 104

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Catalyst Wealth Management's TSLA Position: Q1 2023 in Review

Catalyst Wealth Management increased its Tesla (TSLA) stake by 2.6% in Q1 2023, buying an estimated $10.1K and bringing the position to 2,260 shares worth $469K. The position accounts for 0.44% of the portfolio, ranked #78.

Catalyst Wealth Management first reported a position in TSLA in Q4 2022 and has held it in 2 quarters since. 2,717 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

  • Catalyst Wealth Management held 2,260 shares of Tesla worth $469K as of Q1 2023.
  • Catalyst Wealth Management bought 58 Tesla shares in Q1 2023, an estimated $10.1K.
  • Tesla made up 0.44% of Catalyst Wealth Management's portfolio in Q1 2023, its #78 holding.
  • Catalyst Wealth Management first reported a position in Tesla in Q4 2022 and has held it in 2 quarters since.
  • 2,717 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.