HighTower Trust’s Tesla TSLA Stock Holding History

HighTower Trust’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 Q1	$381K	Sell	2,196 -51	-2%	-$8.9K	0.04%	170
2022 Q4	$253K	Buy	2,247 +1	+0%	+$189	0.02%	194
2022 Q3	$596K	Sell	2,246 -7	-0.3%	-$1.96K	0.07%	131
2022 Q2	$542	Sell	2,253 -75	-3%	-$20.5K	0.06%	142
2022 Q1	$836K	Sell	2,328 -12	-0.5%	-$3.74K	0.08%	116
2021 Q4	$824K	Buy	+2,340	New	+$785K	0.08%	115

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HighTower Trust's TSLA Position: Q1 2023 in Review

HighTower Trust reduced its Tesla (TSLA) stake by 2.3% in Q1 2023, selling an estimated $8.9K and leaving 2,196 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #170.

HighTower Trust first reported a position in TSLA in Q4 2021 and has held it in 6 quarters since. The position peaked at $836K in Q1 2022. 2,716 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

HighTower Trust held 2,196 shares of Tesla worth $381K as of Q1 2023.
HighTower Trust sold 51 Tesla shares in Q1 2023, an estimated $8.9K.
Tesla made up 0.04% of HighTower Trust's portfolio in Q1 2023, its #170 holding.
HighTower Trust first reported a position in Tesla in Q4 2021 and has held it in 6 quarters since.
HighTower Trust's Tesla position peaked at $836K in Q1 2022.
2,716 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on HighTower Trust's 13F filing for Q1 2023, filed 21 Apr 2023.