HeadInvest LLC’s Tesla TSLA Stock Holding History

HeadInvest LLC’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	–	Sell	-290	Closed	-$73K	–	655
2023 Q3	$73K	Buy	+290	New	+$74.5K	0.02%	309
2022 Q2	–	Sell	-600	Closed	-$216K	–	226
2022 Q1	$216K	Hold	600	–	–	0.04%	223
2021 Q4	$211K	Buy	+600	New	+$201K	0.04%	228

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

HeadInvest LLC's TSLA Position: Q4 2023 in Review

HeadInvest LLC sold out of Tesla (TSLA) in Q4 2023, closing a stake of 290 shares — an estimated $73K sold.

HeadInvest LLC first reported a position in TSLA in Q4 2021 and held it in 3 quarters. The position peaked at $216K in Q1 2022. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

HeadInvest LLC reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
HeadInvest LLC sold 290 Tesla shares in Q4 2023, an estimated $73K.
HeadInvest LLC first reported a position in Tesla in Q4 2021 and held it in 3 quarters.
HeadInvest LLC's Tesla position peaked at $216K in Q1 2022.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.