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Pathstone Family Office’s Tesla TSLA Stock Holding History

Pathstone Family Office’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
Q3 		– Hold
0
– -$38.2K – 1691
2023
Q2 		– Hold
0
– – – 1221
2022
Q4 		– Hold
0
– -$518K – 1589
2022
Q3 		– Hold
0
– – – 1062

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathstone Family Office's TSLA Position: Q3 2023 in Review

Pathstone Family Office increased its Tesla (TSLA) stake by 17% in Q3 2023, buying an estimated $13.4M and bringing the position to 367,636 shares worth $92.8M. The position accounts for 0.71% of the portfolio, ranked #25.

Pathstone Family Office first reported a position in TSLA in Q2 2013 and has held it in 32 quarters since. The position peaked at $224M in Q3 2022. 2,931 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

  • Pathstone Family Office held 367,636 shares of Tesla worth $92.8M as of Q3 2023.
  • Pathstone Family Office bought 52,144 Tesla shares in Q3 2023, an estimated $13.4M.
  • Tesla made up 0.71% of Pathstone Family Office's portfolio in Q3 2023, its #25 holding.
  • Pathstone Family Office first reported a position in Tesla in Q2 2013 and has held it in 32 quarters since.
  • Pathstone Family Office's Tesla position peaked at $224M in Q3 2022.
  • 2,931 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.