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Polaris Wealth Advisory Group’s Tesla TSLA Stock Holding History

Polaris Wealth Advisory Group’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 		$5.59M Buy
22,334
+16,211
+265% +$4.16M 0.43% 75
2023
Q2 		$1.6M Sell
6,123
-15,034
-71% -$3.01M 0.12% 101
2023
Q1 		$4.39M Buy
21,157
+3,725
+21% +$650K 0.32% 81
2022
Q4 		$2.15M Sell
17,432
-16,613
-49% -$3.15M 0.16% 91
2022
Q3 		$7.59M Buy
34,045
+12,013
+55% +$3.35M 0.63% 48
2022
Q2 		$4.95M Buy
22,032
+4,449
+25% +$1.21M 0.4% 60
2022
Q1 		$6.2M Sell
17,583
-111
-0.6% -$34.6K 0.41% 68
2021
Q4 		$6.23M Sell
17,694
-7,467
-30% -$2.5M 0.36% 77
2021
Q3 		$6.66M Buy
25,161
+7,074
+39% +$1.66M 0.4% 73
2021
Q2 		$4.09M Buy
18,087
+2,193
+14% +$476K 0.24% 77
2021
Q1 		$3.59M Sell
15,894
-657
-4% -$165K 0.23% 79
2020
Q4 		$4.86M Buy
16,551
+411
+3% +$70.1K 0.36% 82
2020
Q3 		$2.29M Sell
16,140
-8,940
-36% -$1.06M 0.22% 84
2020
Q2 		$1.87M Buy
25,080
+390
+2% +$21.1K 0.15% 80
2020
Q1 		$863K Buy
24,690
+14,565
+144% +$604K 0.09% 81
2019
Q4 		$347K Buy
+10,125
New +$220K 0.02% 124
2019
Q3 		– Sell
-22,695
Closed -$344K – 178
2019
Q2 		$344K Buy
22,695
+7,500
+49% +$117K 0.03% 118
2019
Q1 		$293K Hold
15,195
– – 0.02% 134
2018
Q4 		$337K Buy
15,195
+450
+3% +$9.68K 0.03% 118
2018
Q3 		$260K Buy
+14,745
New +$307K 0.02% 139
2018
Q2 		– Sell
-16,170
Closed -$287K – 417
2018
Q1 		$287K Sell
16,170
-13,455
-45% -$296K 0.02% 121
2017
Q4 		$615K Buy
+29,625
New +$644K 0.05% 98
2014
Q2 		– Sell
-7,500
Closed -$104K – 138
2014
Q1 		$104K Hold
7,500
– – 0.02% 86
2013
Q4 		$75K Buy
+7,500
New +$76.6K 0.02% 102

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

Polaris Wealth Advisory Group's TSLA Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Tesla (TSLA) stake by 265% in Q3 2023, buying an estimated $4.16M and bringing the position to 22,334 shares worth $5.59M. The position accounts for 0.43% of the portfolio, ranked #75.

Polaris Wealth Advisory Group first reported a position in TSLA in Q4 2013 and has held it in 24 quarters since. The position peaked at $7.59M in Q3 2022. 2,931 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

  • Polaris Wealth Advisory Group held 22,334 shares of Tesla worth $5.59M as of Q3 2023.
  • Polaris Wealth Advisory Group bought 16,211 Tesla shares in Q3 2023, an estimated $4.16M.
  • Tesla made up 0.43% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #75 holding.
  • Polaris Wealth Advisory Group first reported a position in Tesla in Q4 2013 and has held it in 24 quarters since.
  • Polaris Wealth Advisory Group's Tesla position peaked at $7.59M in Q3 2022.
  • 2,931 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.