PCA
TSLA icon

Personal Capital Advisors’s Tesla TSLA Stock Holding History

Personal Capital 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 		$35.6M Sell
288,969
-51,664
-15% -$9.78M 0.17% 114
2022
Q3 		$90.4M Buy
340,633
+32,176
+10% +$8.99M 0.49% 38
2022
Q2 		$69.2M Sell
308,457
-19,974
-6% -$5.45M 0.36% 57
2022
Q1 		$118M Buy
328,431
+1,179
+0.4% +$367K 0.55% 35
2021
Q4 		$115M Sell
327,252
-498
-0.2% -$167K 0.53% 35
2021
Q3 		$84.7M Buy
327,750
+6,429
+2% +$1.51M 0.43% 46
2021
Q2 		$72.8M Buy
321,321
+246,612
+330% +$53.5M 0.38% 58
2021
Q1 		$16.6M Sell
74,709
-14,679
-16% -$3.69M 0.1% 128
2020
Q4 		$21M Buy
89,388
+40,548
+83% +$6.92M 0.13% 120
2020
Q3 		$6.98M Sell
48,840
-6,975
-12% -$824K 0.05% 149
2020
Q2 		$4.02M Sell
55,815
-1,395
-2% -$75.5K 0.03% 177
2020
Q1 		$2M Sell
57,210
-7,605
-12% -$315K 0.02% 204
2019
Q4 		$1.81M Buy
64,815
+5,835
+10% +$127K 0.02% 211
2019
Q3 		$947K Sell
58,980
-20,595
-26% -$322K 0.01% 224
2019
Q2 		$1.19M Buy
79,575
+5,700
+8% +$88.7K 0.01% 215
2019
Q1 		$1.38M Sell
73,875
-5,280
-7% -$106K 0.02% 192
2018
Q4 		$1.76M Buy
79,155
+23,880
+43% +$514K 0.02% 170
2018
Q3 		$976K Sell
55,275
-1,411,290
-96% -$29.4M 0.01% 190
2018
Q2 		$33.5M Buy
1,466,565
+127,605
+10% +$2.59M 0.47% 46
2018
Q1 		$23.8M Buy
1,338,960
+222,690
+20% +$4.9M 0.37% 74
2017
Q4 		$23.2M Buy
1,116,270
+95,160
+9% +$2.07M 0.4% 66
2017
Q3 		$23.2M Buy
1,021,110
+98,460
+11% +$2.27M 0.45% 60
2017
Q2 		$22.2M Sell
922,650
-38,685
-4% -$852K 0.49% 53
2017
Q1 		$17.8M Buy
961,335
+916,380
+2,038% +$15.5M 0.45% 69
2016
Q4 		$640K Buy
+44,955
New +$591K 0.02% 142

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Personal Capital Advisors's TSLA Position: Q4 2022 in Review

Personal Capital Advisors reduced its Tesla (TSLA) stake by 15% in Q4 2022, selling an estimated $9.78M and leaving 288,969 shares worth $35.6M. The position accounts for 0.17% of the portfolio, ranked #114.

Personal Capital Advisors first reported a position in TSLA in Q4 2016 and has held it in 25 quarters since. The position peaked at $118M in Q1 2022. 2,485 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Personal Capital Advisors held 288,969 shares of Tesla worth $35.6M as of Q4 2022.
  • Personal Capital Advisors sold 51,664 Tesla shares in Q4 2022, an estimated $9.78M.
  • Tesla made up 0.17% of Personal Capital Advisors's portfolio in Q4 2022, its #114 holding.
  • Personal Capital Advisors first reported a position in Tesla in Q4 2016 and has held it in 25 quarters since.
  • Personal Capital Advisors's Tesla position peaked at $118M in Q1 2022.
  • 2,485 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

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