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Cladis Investment Advisory’s Tesla TSLA Stock Holding History

Cladis Investment Advisory’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
Q4 		– Sell
-810
Closed -$203K – 146
2023
Q3 		$203K Buy
+810
New +$208K 0.18% 123
2023
Q2 		– Sell
-1,120
Closed -$232K – 144
2023
Q1 		$232K Buy
+1,120
New +$195K 0.21% 119

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cladis Investment Advisory's TSLA Position: Q4 2023 in Review

Cladis Investment Advisory sold out of Tesla (TSLA) in Q4 2023, closing a stake of 810 shares — an estimated $203K sold.

Cladis Investment Advisory first reported a position in TSLA in Q1 2023 and held it in 2 quarters. The position peaked at $232K in Q1 2023. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

  • Cladis Investment Advisory reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
  • Cladis Investment Advisory sold 810 Tesla shares in Q4 2023, an estimated $203K.
  • Cladis Investment Advisory first reported a position in Tesla in Q1 2023 and held it in 2 quarters.
  • Cladis Investment Advisory's Tesla position peaked at $232K in Q1 2023.
  • 3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Cladis Investment Advisory's 13F filing for Q4 2023, filed 14 Feb 2024.