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Legend Financial Advisors’s Tesla TSLA Stock Holding History

Legend Financial Advisors’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
Q4 		– Sell
-15
Closed -$3.75K – 202
2023
Q3 		$3.75K Hold
15
– – ﹤0.01% 169
2023
Q2 		$3.93K Hold
15
– – ﹤0.01% 189
2023
Q1 		$3.11K Hold
15
– – ﹤0.01% 199
2022
Q4 		$1.85K Hold
15
– – ﹤0.01% 221
2022
Q3 		$3.98K Buy
+15
New +$4.19K ﹤0.01% 188
2021
Q1 		– Sell
-1,701
Closed -$400K – 28
2020
Q4 		$400K Buy
+1,701
New +$290K 0.32% 22

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legend Financial Advisors's TSLA Position: Q4 2023 in Review

Legend Financial Advisors sold out of Tesla (TSLA) in Q4 2023, closing a stake of 15 shares — an estimated $3.75K sold.

Legend Financial Advisors first reported a position in TSLA in Q4 2020 and held it in 6 quarters. The position peaked at $400K in Q4 2020. 3,148 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

  • Legend Financial Advisors reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 15 Tesla shares in Q4 2023, an estimated $3.75K.
  • Legend Financial Advisors first reported a position in Tesla in Q4 2020 and held it in 6 quarters.
  • Legend Financial Advisors's Tesla position peaked at $400K in Q4 2020.
  • 3,148 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Legend Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.