Clear Perspective Advisors’s Tesla TSLA Stock Holding History

Clear Perspective 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 Q4	$2.09M	Buy	5,925 +2,835	+92%	+$951K	0.63%	29
2021 Q3	$799K	Sell	3,090 -348	-10%	-$81.9K	0.27%	67
2021 Q2	$779K	Buy	3,438 +1,587	+86%	+$345K	0.27%	65
2021 Q1	$412K	Buy	+1,851	New	+$465K	0.16%	100
2018 Q3	–	Sell	-585	Closed	-$13K	–	404
2018 Q2	$13K	Hold	585	–	–	0.01%	351
2018 Q1	$10K	Buy	+585	New	+$12.9K	0.01%	352

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clear Perspective Advisors's TSLA Position: Q4 2021 in Review

Clear Perspective Advisors increased its Tesla (TSLA) stake by 92% in Q4 2021, buying an estimated $951K and bringing the position to 5,925 shares worth $2.09M. The position accounts for 0.63% of the portfolio, ranked #29.

Clear Perspective Advisors first reported a position in TSLA in Q1 2018 and has held it in 6 quarters since. 2,753 funds tracked by Wall St. Rank hold TSLA as of Q4 2021.

Clear Perspective Advisors held 5,925 shares of Tesla worth $2.09M as of Q4 2021.
Clear Perspective Advisors bought 2,835 Tesla shares in Q4 2021, an estimated $951K.
Tesla made up 0.63% of Clear Perspective Advisors's portfolio in Q4 2021, its #29 holding.
Clear Perspective Advisors first reported a position in Tesla in Q1 2018 and has held it in 6 quarters since.
2,753 funds tracked by Wall St. Rank held Tesla as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.