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Dixon Hughes Goodman Wealth Advisors’s Tesla TSLA Stock Holding History

Dixon Hughes Goodman Wealth 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
Q1 		$904K Sell
2,517
-2,676
-52% -$833K 0.26% 64
2021
Q4 		$1.83M Buy
+5,193
New +$1.74M 0.6% 20

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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

Dixon Hughes Goodman Wealth Advisors's TSLA Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Tesla (TSLA) stake by 52% in Q1 2022, selling an estimated $833K and leaving 2,517 shares worth $904K. The position accounts for 0.26% of the portfolio, ranked #64.

Dixon Hughes Goodman Wealth Advisors first reported a position in TSLA in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.83M in Q4 2021. 2,799 funds tracked by Wall St. Rank hold TSLA as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,517 shares of Tesla worth $904K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 2,676 Tesla shares in Q1 2022, an estimated $833K.
  • Tesla made up 0.26% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #64 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Tesla in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Tesla position peaked at $1.83M in Q4 2021.
  • 2,799 funds tracked by Wall St. Rank held Tesla as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.