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Doyle Wealth Management’s Tesla TSLA Stock Holding History

Doyle Wealth Management’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
Q3 		$1.15M Buy
4,352
+47
+1% +$13.1K 0.1% 95
2022
Q2 		$966K Sell
4,305
-1,458
-25% -$398K 0.08% 106
2022
Q1 		$2.07M Sell
5,763
-318
-5% -$99K 0.15% 82
2021
Q4 		$2.14M Buy
6,081
+2,907
+92% +$975K 0.15% 82
2021
Q3 		$820K Buy
3,174
+186
+6% +$43.8K 0.07% 121
2021
Q2 		$677K Sell
2,988
-75
-2% -$16.3K 0.06% 123
2021
Q1 		$682K Buy
3,063
+120
+4% +$30.1K 0.07% 122
2020
Q4 		$692K Buy
2,943
+1,488
+102% +$254K 0.07% 115
2020
Q3 		$208K Buy
+1,455
New +$172K 0.02% 177
2019
Q1 		– Sell
-300
Closed -$7K – 702
2018
Q4 		$7K Buy
+300
New +$6.45K ﹤0.01% 686

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Doyle Wealth Management's TSLA Position: Q3 2022 in Review

Doyle Wealth Management increased its Tesla (TSLA) stake by 1.1% in Q3 2022, buying an estimated $13.1K and bringing the position to 4,352 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #95.

Doyle Wealth Management first reported a position in TSLA in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.14M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

  • Doyle Wealth Management held 4,352 shares of Tesla worth $1.15M as of Q3 2022.
  • Doyle Wealth Management bought 47 Tesla shares in Q3 2022, an estimated $13.1K.
  • Tesla made up 0.1% of Doyle Wealth Management's portfolio in Q3 2022, its #95 holding.
  • Doyle Wealth Management first reported a position in Tesla in Q4 2018 and has held it in 10 quarters since.
  • Doyle Wealth Management's Tesla position peaked at $2.14M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.