Engrave Wealth Partners’s Tesla TSLA Stock Holding History

Engrave Wealth Partners’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	$335K	Sell	1,348 -1,530	-53%	-$364K	0.1%	58
2023 Q3	$720K	Buy	2,878 +70	+2%	+$18K	0.22%	33
2023 Q2	$735K	Sell	2,808 -81	-3%	-$16.2K	0.23%	31
2023 Q1	$464K	Buy	+2,889	New	+$504K	0.16%	40
2022 Q4	–	Sell	-1,309	Closed	-$347K	–	74
2022 Q3	$347K	Buy	1,309 +64	+5%	+$17.9K	0.16%	42
2022 Q2	$279K	Buy	1,245 +279	+29%	+$76.2K	0.12%	46
2022 Q1	$347K	Sell	966 -159	-14%	-$49.5K	0.13%	40
2021 Q4	$396K	Hold	1,125	–	–	0.11%	45
2021 Q3	$291K	Sell	1,125 -18	-2%	-$4.24K	0.09%	59
2021 Q2	$259K	Buy	1,143 +18	+2%	+$3.91K	0.08%	67
2021 Q1	$250K	Sell	1,125 -261	-19%	-$65.5K	0.1%	61
2020 Q4	$395K	Buy	+1,386	New	+$237K	0.32%	37
2020 Q3	–	Sell	-1,200	Closed	-$86K	–	391
2020 Q2	$86K	Sell	1,200 -15	-1%	-$811	0.08%	83
2020 Q1	$42K	Sell	1,215 -5,325	-81%	-$221K	0.05%	108
2019 Q4	$182K	Buy	+6,540	New	+$142K	0.18%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Engrave Wealth Partners's TSLA Position: Q4 2023 in Review

Engrave Wealth Partners reduced its Tesla (TSLA) stake by 53% in Q4 2023, selling an estimated $364K and leaving 1,348 shares worth $335K. The position accounts for 0.1% of the portfolio, ranked #58.

Engrave Wealth Partners first reported a position in TSLA in Q4 2019 and has held it in 15 quarters since. The position peaked at $735K in Q2 2023. 3,148 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

Engrave Wealth Partners held 1,348 shares of Tesla worth $335K as of Q4 2023.
Engrave Wealth Partners sold 1,530 Tesla shares in Q4 2023, an estimated $364K.
Tesla made up 0.1% of Engrave Wealth Partners's portfolio in Q4 2023, its #58 holding.
Engrave Wealth Partners first reported a position in Tesla in Q4 2019 and has held it in 15 quarters since.
Engrave Wealth Partners's Tesla position peaked at $735K in Q2 2023.
3,148 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.