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Momentum Advisors’s Tesla TSLA Stock Holding History

Momentum 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
2022
Q4 		$703K Sell
5,706
-552
-9% -$105K 0.71% 31
2022
Q3 		$1.66M Buy
6,258
+1,509
+32% +$421K 1.84% 12
2022
Q2 		$1.07M Buy
+4,749
New +$1.3M 1.2% 25

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

Momentum Advisors's TSLA Position: Q4 2022 in Review

Momentum Advisors reduced its Tesla (TSLA) stake by 8.8% in Q4 2022, selling an estimated $105K and leaving 5,706 shares worth $703K. The position accounts for 0.71% of the portfolio, ranked #31.

Momentum Advisors first reported a position in TSLA in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.66M in Q3 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Momentum Advisors held 5,706 shares of Tesla worth $703K as of Q4 2022.
  • Momentum Advisors sold 552 Tesla shares in Q4 2022, an estimated $105K.
  • Tesla made up 0.71% of Momentum Advisors's portfolio in Q4 2022, its #31 holding.
  • Momentum Advisors first reported a position in Tesla in Q2 2022 and has held it in 3 quarters since.
  • Momentum Advisors's Tesla position peaked at $1.66M in Q3 2022.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.