Kore Private Wealth’s Tesla TSLA Stock Holding History

Kore Private Wealth’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 Q3	$16.1M	Buy	60,576 +669	+1%	+$187K	2.9%	6
2022 Q2	$13.4M	Buy	59,907 +1,800	+3%	+$491K	2.07%	10
2022 Q1	$20.9M	Buy	58,107 +600	+1%	+$187K	2.62%	7
2021 Q4	$20.3M	Buy	57,507 +33,603	+141%	+$11.3M	2.47%	9
2021 Q3	$6.18M	Sell	23,904 -84	-0.4%	-$19.8K	0.65%	32
2021 Q2	$5.43M	Buy	23,988 +57	+0.2%	+$12.4K	0.61%	30
2021 Q1	$5.33M	Sell	23,931 -5,598	-19%	-$1.41M	0.72%	27
2020 Q4	$6.95M	Buy	29,529 +3,555	+14%	+$607K	1.07%	20
2020 Q3	$3.71M	Sell	25,974 -16,566	-39%	-$1.96M	0.72%	27
2020 Q2	$3.06M	Sell	42,540 -6,465	-13%	-$350K	0.63%	37
2020 Q1	$1.71M	Buy	49,005 +39,750	+429%	+$1.65M	0.41%	54
2019 Q4	$258K	Buy	+9,255	New	+$201K	0.05%	213
2019 Q2	–	Sell	-1,860	Closed	-$35K	–	743
2019 Q1	$35K	Hold	1,860	–	–	0.01%	440
2018 Q4	$41K	Buy	+1,860	New	+$40K	0.01%	405

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Kore Private Wealth's TSLA Position: Q3 2022 in Review

Kore Private Wealth increased its Tesla (TSLA) stake by 1.1% in Q3 2022, buying an estimated $187K and bringing the position to 60,576 shares worth $16.1M. The position accounts for 2.9% of the portfolio, ranked #6.

Kore Private Wealth first reported a position in TSLA in Q4 2018 and has held it in 14 quarters since. The position peaked at $20.9M in Q1 2022. 2,736 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

Kore Private Wealth held 60,576 shares of Tesla worth $16.1M as of Q3 2022.
Kore Private Wealth bought 669 Tesla shares in Q3 2022, an estimated $187K.
Tesla made up 2.9% of Kore Private Wealth's portfolio in Q3 2022, its #6 holding.
Kore Private Wealth first reported a position in Tesla in Q4 2018 and has held it in 14 quarters since.
Kore Private Wealth's Tesla position peaked at $20.9M in Q1 2022.
2,736 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.