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Highland Private Wealth Management’s Tesla TSLA Stock Holding History

Highland Private 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
2022
Q4 		– Sell
-14,232
Closed -$3.77M – 149
2022
Q3 		$3.77M Buy
14,232
+906
+7% +$253K 0.61% 26
2022
Q2 		$2.99M Sell
13,326
-78
-0.6% -$21.3K 0.46% 29
2022
Q1 		$4.82M Buy
13,404
+573
+4% +$178K 0.64% 26
2021
Q4 		$4.52M Sell
12,831
-432
-3% -$145K 0.57% 25
2021
Q3 		$3.43M Buy
13,263
+594
+5% +$140K 0.48% 27
2021
Q2 		$2.87M Sell
12,669
-42
-0.3% -$9.12K 0.43% 32
2021
Q1 		$2.83M Buy
12,711
+189
+2% +$47.5K 0.47% 32
2020
Q4 		$2.94M Buy
12,522
+2,922
+30% +$499K 0.51% 27
2020
Q3 		$1.37M Sell
9,600
-105
-1% -$12.4K 0.27% 38
2020
Q2 		$699K Buy
9,705
+660
+7% +$35.7K 0.15% 55
2020
Q1 		$316K Sell
9,045
-5,250
-37% -$218K 0.09% 80
2019
Q4 		$399K Hold
14,295
– – 0.1% 76
2019
Q3 		$229K Buy
14,295
+555
+4% +$8.69K 0.06% 100
2019
Q2 		$205K Sell
13,740
-1,695
-11% -$26.4K 0.06% 117
2019
Q1 		$288K Buy
15,435
+570
+4% +$11.4K 0.09% 83
2018
Q4 		$330K Sell
14,865
-495
-3% -$10.6K 0.12% 66
2018
Q3 		$272K Buy
15,360
+60
+0.4% +$1.25K 0.09% 82
2018
Q2 		$350K Buy
+15,300
New +$311K 0.12% 69
2018
Q1 		– Sell
-11,490
Closed -$238K – 155
2017
Q4 		$238K Buy
11,490
+270
+2% +$5.87K 0.1% 85
2017
Q3 		$255K Buy
11,220
+120
+1% +$2.77K 0.11% 77
2017
Q2 		$267K Buy
+11,100
New +$244K 0.13% 67

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

Highland Private Wealth Management's TSLA Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Tesla (TSLA) in Q4 2022, closing a stake of 14,232 shares — an estimated $3.77M sold.

Highland Private Wealth Management first reported a position in TSLA in Q2 2017 and held it in 21 quarters. The position peaked at $4.82M in Q1 2022. 2,483 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 14,232 Tesla shares in Q4 2022, an estimated $3.77M.
  • Highland Private Wealth Management first reported a position in Tesla in Q2 2017 and held it in 21 quarters.
  • Highland Private Wealth Management's Tesla position peaked at $4.82M in Q1 2022.
  • 2,483 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.