New England Guild Wealth Advisors’s Tesla TSLA Stock Holding History

New England Guild Wealth 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	–	Sell	-1,575	Closed	-$418K	–	71
2022 Q3	$418K	Sell	1,575 -15	-0.9%	-$4.19K	0.25%	47
2022 Q2	$357K	Buy	1,590 +30	+2%	+$8.19K	0.22%	48
2022 Q1	$560K	Buy	1,560 +300	+24%	+$93.4K	0.3%	44
2021 Q4	$444K	Hold	1,260	–	–	0.22%	49
2021 Q3	$326K	Buy	1,260 +75	+6%	+$17.7K	0.17%	53
2021 Q2	$268K	Hold	1,185	–	–	0.15%	58
2021 Q1	$264K	Hold	1,185	–	–	0.15%	54
2020 Q4	$279K	Buy	+1,185	New	+$202K	0.17%	49

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

New England Guild Wealth Advisors's TSLA Position: Q4 2022 in Review

New England Guild Wealth Advisors sold out of Tesla (TSLA) in Q4 2022, closing a stake of 1,575 shares — an estimated $418K sold.

New England Guild Wealth Advisors first reported a position in TSLA in Q4 2020 and held it in 8 quarters. The position peaked at $560K in Q1 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

New England Guild Wealth Advisors reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
New England Guild Wealth Advisors sold 1,575 Tesla shares in Q4 2022, an estimated $418K.
New England Guild Wealth Advisors first reported a position in Tesla in Q4 2020 and held it in 8 quarters.
New England Guild Wealth Advisors's Tesla position peaked at $560K in Q1 2022.
2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.