DCM Advisors’s Tesla TSLA Stock Holding History

DCM 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
2022 Q4	–	Sell	-5,517	Closed	-$1.46M	–	165
2022 Q3	$1.46M	Sell	5,517 -2,805	-34%	-$783K	0.73%	35
2022 Q2	$1.87M	Sell	8,322 -1,707	-17%	-$466K	0.81%	32
2022 Q1	$3.6M	Buy	10,029 +207	+2%	+$64.5K	1.27%	17
2021 Q4	$3.46M	Buy	9,822 +2,937	+43%	+$985K	1.02%	24
2021 Q3	$1.78M	Buy	6,885 +5,664	+464%	+$1.33M	0.69%	29
2021 Q2	$277K	Buy	1,221 +9	+0.7%	+$1.95K	0.16%	160
2021 Q1	$270K	Sell	1,212 -2,988	-71%	-$750K	0.16%	167
2020 Q4	$988K	Buy	+4,200	New	+$717K	0.58%	58

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

DCM Advisors's TSLA Position: Q4 2022 in Review

DCM Advisors sold out of Tesla (TSLA) in Q4 2022, closing a stake of 5,517 shares — an estimated $1.46M sold.

DCM Advisors first reported a position in TSLA in Q4 2020 and held it in 8 quarters. The position peaked at $3.6M in Q1 2022. 2,483 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

DCM Advisors reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
DCM Advisors sold 5,517 Tesla shares in Q4 2022, an estimated $1.46M.
DCM Advisors first reported a position in Tesla in Q4 2020 and held it in 8 quarters.
DCM Advisors's Tesla position peaked at $3.6M in Q1 2022.
2,483 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.