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Heritage Wealth Management (Arizona)’s Tesla TSLA Stock Holding History

Heritage Wealth Management (Arizona)’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 		$434K Buy
3,520
+1,810
+106% +$343K 0.06% 235
2022
Q3 		$454K Buy
1,710
+1,239
+263% +$346K 0.15% 107
2022
Q2 		$106K Sell
471
-15
-3% -$4.09K 0.04% 325
2022
Q1 		$175K Buy
+486
New +$151K 0.05% 292
2021
Q3 		$98K Hold
381
– – 0.03% 344
2021
Q2 		$86K Hold
381
– – 0.03% 365
2021
Q1 		$85K Buy
+381
New +$95.7K 0.05% 274

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

Heritage Wealth Management (Arizona)'s TSLA Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Tesla (TSLA) stake by 106% in Q4 2022, buying an estimated $343K and bringing the position to 3,520 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #235.

Heritage Wealth Management (Arizona) first reported a position in TSLA in Q1 2021 and has held it in 7 quarters since. The position peaked at $454K in Q3 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,520 shares of Tesla worth $434K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,810 Tesla shares in Q4 2022, an estimated $343K.
  • Tesla made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #235 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Tesla in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Tesla position peaked at $454K in Q3 2022.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.