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Gofen & Glossberg’s Tesla TSLA Stock Holding History

Gofen & Glossberg’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 		$1.68M Sell
13,660
-427
-3% -$80.8K 0.04% 205
2022
Q3 		$3.74M Buy
14,087
+53
+0.4% +$14.8K 0.11% 150
2022
Q2 		$3.15M Buy
14,034
+525
+4% +$143K 0.08% 167
2022
Q1 		$4.85M Sell
13,509
-765
-5% -$238K 0.11% 143
2021
Q4 		$5.03M Buy
14,274
+1,491
+12% +$500K 0.11% 145
2021
Q3 		$3.3M Sell
12,783
-735
-5% -$173K 0.08% 165
2021
Q2 		$3.06M Buy
13,518
+588
+5% +$128K 0.07% 166
2021
Q1 		$2.88M Buy
12,930
+1,515
+13% +$380K 0.07% 165
2020
Q4 		$2.69M Sell
11,415
-330
-3% -$56.3K 0.07% 156
2020
Q3 		$1.68M Sell
11,745
-1,140
-9% -$135K 0.05% 175
2020
Q2 		$928K Hold
12,885
– – 0.03% 218
2020
Q1 		$450K Buy
12,885
+2,175
+20% +$90.2K 0.02% 278
2019
Q4 		$299K Buy
+10,710
New +$232K 0.01% 369
2019
Q2 		– Sell
-10,920
Closed -$204K – 457
2019
Q1 		$204K Hold
10,920
– – 0.01% 416
2018
Q4 		$242K Buy
+10,920
New +$235K 0.01% 366
2018
Q3 		– Sell
-13,590
Closed -$311K – 473
2018
Q2 		$311K Sell
13,590
-90
-0.7% -$1.83K 0.01% 357
2018
Q1 		$243K Sell
13,680
-3,000
-18% -$66K 0.01% 394
2017
Q4 		$346K Buy
16,680
+3,000
+22% +$65.3K 0.01% 360
2017
Q3 		$311K Sell
13,680
-1,875
-12% -$43.3K 0.01% 374
2017
Q2 		$375K Buy
15,555
+1,860
+14% +$40.9K 0.01% 338
2017
Q1 		$254K Sell
13,695
-2,205
-14% -$37.3K 0.01% 398
2016
Q4 		$227K Buy
+15,900
New +$209K 0.01% 399
2014
Q2 		– Sell
-3,375
Closed -$55K – 502
2014
Q1 		$55K Buy
+3,375
New +$45.2K ﹤0.01% 491

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

Gofen & Glossberg's TSLA Position: Q4 2022 in Review

Gofen & Glossberg reduced its Tesla (TSLA) stake by 3% in Q4 2022, selling an estimated $80.8K and leaving 13,660 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #205.

Gofen & Glossberg first reported a position in TSLA in Q1 2014 and has held it in 23 quarters since. The position peaked at $5.03M in Q4 2021. 2,483 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Gofen & Glossberg held 13,660 shares of Tesla worth $1.68M as of Q4 2022.
  • Gofen & Glossberg sold 427 Tesla shares in Q4 2022, an estimated $80.8K.
  • Tesla made up 0.04% of Gofen & Glossberg's portfolio in Q4 2022, its #205 holding.
  • Gofen & Glossberg first reported a position in Tesla in Q1 2014 and has held it in 23 quarters since.
  • Gofen & Glossberg's Tesla position peaked at $5.03M in Q4 2021.
  • 2,483 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.