DB Wealth Management Group’s Tesla TSLA Stock Holding History

DB Wealth Management Group’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	$323K	Sell	1,301 -404	-24%	-$96K	0.18%	73
2023 Q3	$427K	Hold	1,705	–	–	0.27%	60
2023 Q2	$446K	Sell	1,705 -86	-5%	-$17.2K	0.27%	61
2023 Q1	$372K	Hold	1,791	–	–	0.23%	64
2022 Q4	$221K	Hold	1,791	–	–	0.14%	77
2022 Q3	$475K	Hold	1,791	–	–	0.34%	54
2022 Q2	$402K	Hold	1,791	–	–	0.27%	60
2022 Q1	$643K	Buy	1,791 +1,275	+247%	+$397K	0.39%	54
2021 Q4	$182K	Sell	516 -36	-7%	-$12.1K	0.11%	92
2021 Q3	$143K	Hold	552	–	–	0.09%	103
2021 Q2	$125K	Hold	552	–	–	0.08%	107
2021 Q1	$123K	Buy	552 +327	+145%	+$82.1K	0.08%	104
2020 Q4	$53K	Buy	+225	New	+$38.4K	0.04%	151

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DB Wealth Management Group's TSLA Position: Q4 2023 in Review

DB Wealth Management Group reduced its Tesla (TSLA) stake by 24% in Q4 2023, selling an estimated $96K and leaving 1,301 shares worth $323K. The position accounts for 0.18% of the portfolio, ranked #73.

DB Wealth Management Group first reported a position in TSLA in Q4 2020 and has held it in 13 quarters since. The position peaked at $643K in Q1 2022. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

DB Wealth Management Group held 1,301 shares of Tesla worth $323K as of Q4 2023.
DB Wealth Management Group sold 404 Tesla shares in Q4 2023, an estimated $96K.
Tesla made up 0.18% of DB Wealth Management Group's portfolio in Q4 2023, its #73 holding.
DB Wealth Management Group first reported a position in Tesla in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Tesla position peaked at $643K in Q1 2022.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.