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Milestone Investment Advisors’s Tesla TSLA Stock Holding History

Milestone Investment 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
-528
Closed -$132K – 415
2023
Q3 		$132K Buy
+528
New +$136K 0.04% 128
2023
Q2 		– Sell
-1,563
Closed -$324K – 411
2023
Q1 		$324K Buy
+1,563
New +$273K 0.1% 75

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

Milestone Investment Advisors's TSLA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Tesla (TSLA) in Q4 2023, closing a stake of 528 shares — an estimated $132K sold.

Milestone Investment Advisors first reported a position in TSLA in Q1 2023 and held it in 2 quarters. The position peaked at $324K in Q1 2023. 3,147 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Tesla position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 528 Tesla shares in Q4 2023, an estimated $132K.
  • Milestone Investment Advisors first reported a position in Tesla in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Tesla position peaked at $324K in Q1 2023.
  • 3,147 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.