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CLA (CliftonLarsonAllen) Wealth Advisors’s Tesla TSLA Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		– Sell
-3,162
Closed -$716K – 311
2021
Q2 		$716K Buy
+3,162
New +$686K 0.03% 184

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CLA (CliftonLarsonAllen) Wealth Advisors's TSLA Position: Q3 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Tesla (TSLA) in Q3 2021, closing a stake of 3,162 shares — an estimated $716K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TSLA in Q2 2021 and held it in 1 quarter. The position peaked at $716K in Q2 2021. 2,249 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Tesla position as of Q3 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,162 Tesla shares in Q3 2021, an estimated $716K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Tesla in Q2 2021 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Tesla position peaked at $716K in Q2 2021.
  • 2,249 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.