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Laurel Wealth Advisors (California)’s Tesla TSLA Stock Holding History

Laurel Wealth Advisors (California)’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 		$1.98M Buy
17,022
+286
+2% +$54.2K 0.19% 120
2022
Q3 		$4.44M Buy
16,736
+1,391
+9% +$388K 0.47% 48
2022
Q2 		$3.44M Buy
15,345
+411
+3% +$112K 0.35% 73
2022
Q1 		$5.37M Sell
14,934
-1,884
-11% -$587K 0.44% 49
2021
Q4 		$5.92M Buy
16,818
+8,511
+102% +$2.85M 0.46% 44
2021
Q3 		$2.15M Sell
8,307
-5,367
-39% -$1.26M 0.39% 50
2021
Q2 		$3.1M Sell
13,674
-15
-0.1% -$3.26K 0.4% 54
2021
Q1 		$3.05M Sell
13,689
-4,866
-26% -$1.22M 0.46% 49
2020
Q4 		$4.36M Sell
18,555
-1,533
-8% -$262K 0.64% 34
2020
Q3 		$2.87M Sell
20,088
-4,272
-18% -$504K 0.47% 51
2020
Q2 		$1.75M Buy
24,360
+9,945
+69% +$538K 0.32% 79
2020
Q1 		$503K Sell
14,415
-7,365
-34% -$305K 0.12% 201
2019
Q4 		$497K Buy
21,780
+8,730
+67% +$189K 0.08% 253
2019
Q3 		$210K Sell
13,050
-3,900
-23% -$61.1K 0.04% 426
2019
Q2 		$253K Sell
16,950
-30,930
-65% -$481K 0.06% 334
2019
Q1 		$893K Buy
47,880
+32,895
+220% +$660K 0.22% 125
2018
Q4 		$332K Sell
14,985
-4,365
-23% -$93.9K 0.1% 233
2018
Q3 		$341K Sell
19,350
-4,875
-20% -$102K 0.08% 251
2018
Q2 		$553K Sell
24,225
-1,920
-7% -$39K 0.15% 151
2018
Q1 		$463K Buy
26,145
+765
+3% +$16.8K 0.14% 174
2017
Q4 		$526K Buy
25,380
+7,275
+40% +$158K 0.15% 165
2017
Q3 		$411K Buy
18,105
+2,175
+14% +$50.2K 0.14% 175
2017
Q2 		$384K Buy
+15,930
New +$351K 0.14% 177
2016
Q2 		– Sell
-15,555
Closed -$238K – 324
2016
Q1 		$238K Buy
+15,555
New +$205K 0.12% 210

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

Laurel Wealth Advisors (California)'s TSLA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Tesla (TSLA) stake by 1.7% in Q4 2022, buying an estimated $54.2K and bringing the position to 17,022 shares worth $1.98M. The position accounts for 0.19% of the portfolio, ranked #120.

Laurel Wealth Advisors (California) first reported a position in TSLA in Q1 2016 and has held it in 24 quarters since. The position peaked at $5.92M in Q4 2021. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Laurel Wealth Advisors (California) held 17,022 shares of Tesla worth $1.98M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 286 Tesla shares in Q4 2022, an estimated $54.2K.
  • Tesla made up 0.19% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #120 holding.
  • Laurel Wealth Advisors (California) first reported a position in Tesla in Q1 2016 and has held it in 24 quarters since.
  • Laurel Wealth Advisors (California)'s Tesla position peaked at $5.92M in Q4 2021.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.