DI
TSLA icon

DFPG Investments’s Tesla TSLA Stock Holding History

DFPG Investments’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 		$6.28M Buy
26,340
+4,392
+20% +$1.04M 0.49% 42
2023
Q3 		$4.61M Buy
21,948
+2,360
+12% +$606K 0.43% 56
2023
Q2 		$5.71M Buy
19,588
+1,441
+8% +$288K 0.51% 43
2023
Q1 		$3.76M Buy
18,147
+10,538
+138% +$1.84M 0.4% 54
2022
Q4 		$938K Buy
7,609
+4,839
+175% +$916K 0.15% 157
2022
Q3 		$594K Sell
2,770
-983
-26% -$275K 0.25% 77
2022
Q2 		$903K Sell
3,753
-159
-4% -$43.4K 0.39% 61
2022
Q1 		$1.31M Buy
3,912
+288
+8% +$89.7K 0.51% 52
2021
Q4 		$1.2M Buy
3,624
+279
+8% +$93.6K 0.5% 54
2021
Q3 		$912K Buy
3,345
+189
+6% +$44.5K 0.35% 80
2021
Q2 		$703K Buy
3,156
+795
+34% +$173K 0.27% 91
2021
Q1 		$544K Hold
2,361
– – 0.23% 97
2020
Q4 		$693K Sell
2,361
-297
-11% -$50.7K 0.32% 87
2020
Q3 		$377K Buy
2,658
+288
+12% +$34K 0.2% 105
2020
Q2 		$220K Buy
+2,370
New +$128K 0.13% 151

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

DFPG Investments's TSLA Position: Q4 2023 in Review

DFPG Investments increased its Tesla (TSLA) stake by 20% in Q4 2023, buying an estimated $1.04M and bringing the position to 26,340 shares worth $6.28M. The position accounts for 0.49% of the portfolio, ranked #42.

DFPG Investments first reported a position in TSLA in Q2 2020 and has held it in 15 quarters since. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

  • DFPG Investments held 26,340 shares of Tesla worth $6.28M as of Q4 2023.
  • DFPG Investments bought 4,392 Tesla shares in Q4 2023, an estimated $1.04M.
  • Tesla made up 0.49% of DFPG Investments's portfolio in Q4 2023, its #42 holding.
  • DFPG Investments first reported a position in Tesla in Q2 2020 and has held it in 15 quarters since.
  • 3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.