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Private Wealth Advisors (California)’s Tesla TSLA Stock Holding History

Private Wealth Advisors (California)’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 		– Sell
-1,956
Closed -$705K – 117
2021
Q3 		$705K Buy
1,956
+54
+3% +$12.7K 0.17% 77
2021
Q2 		$431K Sell
1,902
-117
-6% -$25.4K 0.13% 67
2021
Q1 		$450K Sell
2,019
-6
-0.3% -$1.51K 0.15% 62
2020
Q4 		$577K Buy
+2,025
New +$346K 0.2% 50

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

Private Wealth Advisors (California)'s TSLA Position: Q4 2021 in Review

Private Wealth Advisors (California) sold out of Tesla (TSLA) in Q4 2021, closing a stake of 1,956 shares — an estimated $705K sold.

Private Wealth Advisors (California) first reported a position in TSLA in Q4 2020 and held it in 4 quarters. The position peaked at $705K in Q3 2021. 2,753 funds tracked by Wall St. Rank hold TSLA as of Q4 2021.

  • Private Wealth Advisors (California) reported no remaining Tesla position as of Q4 2021 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 1,956 Tesla shares in Q4 2021, an estimated $705K.
  • Private Wealth Advisors (California) first reported a position in Tesla in Q4 2020 and held it in 4 quarters.
  • Private Wealth Advisors (California)'s Tesla position peaked at $705K in Q3 2021.
  • 2,753 funds tracked by Wall St. Rank held Tesla as of Q4 2021.

Based on Private Wealth Advisors (California)'s 13F filing for Q4 2021, filed 11 Feb 2022.