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Paradigm Financial Advisors’s Tesla TSLA Stock Holding History

Paradigm 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
2021
Q4 		$211K Sell
600
-300
-33% -$101K 0.05% 201
2021
Q3 		$233K Sell
900
-300
-25% -$70.6K 0.05% 186
2021
Q2 		$272K Buy
1,200
+900
+300% +$195K 0.06% 176
2021
Q1 		$67K Buy
+300
New +$75.3K 0.02% 198
2018
Q4 		– Sell
-3,000
Closed -$52K – 137
2018
Q3 		$52K Buy
+3,000
New +$62.5K 0.02% 131

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paradigm Financial Advisors's TSLA Position: Q4 2021 in Review

Paradigm Financial Advisors increased its Tesla (TSLA) stake by 0.5% in Q4 2021, buying an estimated $10.1K and bringing the position to 6,060 shares worth $2.13M. The position accounts for 0.47% of the portfolio, ranked #50.

Paradigm Financial Advisors first reported a position in TSLA in Q3 2020 and has held it in 6 quarters since. 2,752 funds tracked by Wall St. Rank hold TSLA as of Q4 2021.

  • Paradigm Financial Advisors held 6,060 shares of Tesla worth $2.13M as of Q4 2021.
  • Paradigm Financial Advisors bought 30 Tesla shares in Q4 2021, an estimated $10.1K.
  • Tesla made up 0.47% of Paradigm Financial Advisors's portfolio in Q4 2021, its #50 holding.
  • Paradigm Financial Advisors first reported a position in Tesla in Q3 2020 and has held it in 6 quarters since.
  • 2,752 funds tracked by Wall St. Rank held Tesla as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.