High Pines Wealth Management’s Tesla TSLA Stock Holding History

High Pines 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
2023 Q4	$316K	Buy	1,271 +146	+13%	+$34.7K	0.48%	27
2023 Q3	$281K	Buy	1,125 +282	+33%	+$72.4K	0.46%	28
2023 Q2	$221K	Buy	+843	New	+$169K	0.34%	31
2022 Q4	–	Sell	-819	Closed	-$217K	–	34
2022 Q3	$217K	Buy	+819	New	+$229K	0.41%	30
2022 Q2	–	Sell	-8,505	Closed	-$3.06M	–	36
2022 Q1	$3.06M	Buy	8,505 +6	+0.1%	+$1.87K	2.25%	22
2021 Q4	$2.99M	Sell	8,499 -366	-4%	-$123K	2.09%	21
2021 Q3	$2.29M	Buy	8,865 +780	+10%	+$184K	1.57%	27
2021 Q2	$1.83M	Sell	8,085 -1,767	-18%	-$384K	1.38%	27
2021 Q1	$2.19M	Sell	9,852 -5,349	-35%	-$1.34M	1.94%	24
2020 Q4	$3.58M	Buy	+15,201	New	+$2.59M	3.31%	14

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

High Pines Wealth Management's TSLA Position: Q4 2023 in Review

High Pines Wealth Management increased its Tesla (TSLA) stake by 13% in Q4 2023, buying an estimated $34.7K and bringing the position to 1,271 shares worth $316K. The position accounts for 0.48% of the portfolio, ranked #27.

High Pines Wealth Management first reported a position in TSLA in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.58M in Q4 2020. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

High Pines Wealth Management held 1,271 shares of Tesla worth $316K as of Q4 2023.
High Pines Wealth Management bought 146 Tesla shares in Q4 2023, an estimated $34.7K.
Tesla made up 0.48% of High Pines Wealth Management's portfolio in Q4 2023, its #27 holding.
High Pines Wealth Management first reported a position in Tesla in Q4 2020 and has held it in 10 quarters since.
High Pines Wealth Management's Tesla position peaked at $3.58M in Q4 2020.
3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.