IAM Advisory’s Tesla TSLA Stock Holding History

IAM Advisory’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	-1,610	Closed	-$427K	–	89
2022 Q3	$427K	Buy	1,610 +50	+3%	+$14K	0.18%	60
2022 Q2	$350K	Sell	1,560 -180	-10%	-$49.1K	0.14%	63
2022 Q1	$625K	Buy	+1,740	New	+$542K	0.25%	56
2021 Q2	–	Sell	-1,377	Closed	-$318K	–	96
2021 Q1	$318K	Sell	1,377 -1,131	-45%	-$284K	0.14%	57
2020 Q4	$715K	Buy	+2,508	New	+$428K	0.36%	44

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IAM Advisory's TSLA Position: Q4 2022 in Review

IAM Advisory sold out of Tesla (TSLA) in Q4 2022, closing a stake of 1,610 shares — an estimated $427K sold.

IAM Advisory first reported a position in TSLA in Q4 2020 and held it in 5 quarters. The position peaked at $715K in Q4 2020. 2,485 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

IAM Advisory reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
IAM Advisory sold 1,610 Tesla shares in Q4 2022, an estimated $427K.
IAM Advisory first reported a position in Tesla in Q4 2020 and held it in 5 quarters.
IAM Advisory's Tesla position peaked at $715K in Q4 2020.
2,485 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on IAM Advisory's 13F filing for Q4 2022, filed 18 Jan 2023.