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Diversified Portfolios Inc’s Tesla TSLA Stock Holding History

Diversified Portfolios Inc’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
-3,906
Closed -$1.04M – 134
2022
Q3 		$1.04M Sell
3,906
-300
-7% -$83.8K 0.28% 47
2022
Q2 		$944K Buy
+4,206
New +$1.15M 0.26% 51
2021
Q4 		– Sell
-1,113
Closed -$288K – 142
2021
Q3 		$288K Sell
1,113
-600
-35% -$141K 0.08% 101
2021
Q2 		$388K Buy
+1,713
New +$372K 0.15% 73

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversified Portfolios Inc's TSLA Position: Q4 2022 in Review

Diversified Portfolios Inc sold out of Tesla (TSLA) in Q4 2022, closing a stake of 3,906 shares — an estimated $1.04M sold.

Diversified Portfolios Inc first reported a position in TSLA in Q2 2021 and held it in 4 quarters. The position peaked at $1.04M in Q3 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Diversified Portfolios Inc reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
  • Diversified Portfolios Inc sold 3,906 Tesla shares in Q4 2022, an estimated $1.04M.
  • Diversified Portfolios Inc first reported a position in Tesla in Q2 2021 and held it in 4 quarters.
  • Diversified Portfolios Inc's Tesla position peaked at $1.04M in Q3 2022.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Diversified Portfolios Inc's 13F filing for Q4 2022, filed 24 Jan 2023.