Regal Wealth Group’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $362K | Sell |
1,521
-83
| -5% | -$19.7K | 0.22% | 33 |
|
|
2023
Q3 | $401K | Hold |
1,604
| – | – | 0.27% | 29 |
|
|
2023
Q2 | $440K | Hold |
1,604
| – | – | 0.29% | 29 |
|
|
2023
Q1 | $290K | Buy |
+1,604
| New | +$280K | 0.21% | 40 |
|
|
2022
Q4 | – | Sell |
-1,609
| Closed | -$357K | – | 46 |
|
|
2022
Q3 | $357K | Buy |
1,609
+4
| +0.2% | +$1.12K | 0.28% | 28 |
|
|
2022
Q2 | $360K | Sell |
1,605
-15
| -0.9% | -$4.09K | 0.26% | 35 |
|
|
2022
Q1 | $527K | Hold |
1,620
| – | – | 0.33% | 27 |
|
|
2021
Q4 | $571K | Sell |
1,620
-18
| -1% | -$6.04K | 0.32% | 27 |
|
|
2021
Q3 | $423K | Hold |
1,638
| – | – | 0.25% | 32 |
|
|
2021
Q2 | $371K | Sell |
1,638
-738
| -31% | -$160K | 0.22% | 36 |
|
|
2021
Q1 | $529K | Hold |
2,376
| – | – | 0.31% | 25 |
|
|
2020
Q4 | $559K | Buy |
2,376
+3
| +0.1% | +$512 | 0.34% | 25 |
|
|
2020
Q3 | $339K | Buy |
2,373
+3
| +0.1% | +$354 | 0.26% | 31 |
|
|
2020
Q2 | $171K | Hold |
2,370
| – | – | 0.14% | 45 |
|
|
2020
Q1 | $83K | Hold |
2,370
| – | – | 0.08% | 56 |
|
|
2019
Q4 | $66K | Sell |
2,370
-3,000
| -56% | -$65.1K | 0.04% | 73 |
|
|
2019
Q3 | $86K | Hold |
5,370
| – | – | 0.06% | 58 |
|
|
2019
Q2 | $80K | Buy |
5,370
+3,000
| +127% | +$46.7K | 0.06% | 64 |
|
|
2019
Q1 | $44K | Hold |
2,370
| – | – | 0.03% | 78 |
|
|
2018
Q4 | $53K | Hold |
2,370
| – | – | 0.05% | 70 |
|
|
2018
Q3 | $42K | Hold |
2,370
| – | – | 0.03% | 80 |
|
|
2018
Q2 | $54K | Hold |
2,370
| – | – | 0.06% | 74 |
|
|
2018
Q1 | $42K | Hold |
2,370
| – | – | 0.03% | 79 |
|
|
2017
Q4 | $49K | Hold |
2,370
| – | – | 0.03% | 77 |
|
|
2017
Q3 | $54K | Hold |
2,370
| – | – | 0.04% | 68 |
|
|
2017
Q2 | $57K | Sell |
2,370
-195
| -8% | -$4.29K | 0.04% | 69 |
|
|
2017
Q1 | $48K | Hold |
2,565
| – | – | 0.04% | 72 |
|
|
2016
Q4 | $37K | Hold |
2,565
| – | – | 0.03% | 75 |
|
|
2016
Q3 | $35K | Hold |
2,565
| – | – | 0.03% | 73 |
|
|
2016
Q2 | $36K | Hold |
2,565
| – | – | 0.03% | 70 |
|
|
2016
Q1 | $39K | Hold |
2,565
| – | – | 0.04% | 71 |
|
|
2015
Q4 | $41K | Buy |
+2,565
| New | +$38.4K | 0.04% | 70 |
|
Other funds holding TSLA
Regal Wealth Group's TSLA Position: Q4 2023 in Review
Regal Wealth Group reduced its Tesla (TSLA) stake by 5.2% in Q4 2023, selling an estimated $19.7K and leaving 1,521 shares worth $362K. The position accounts for 0.22% of the portfolio, ranked #33.
Regal Wealth Group first reported a position in TSLA in Q4 2015 and has held it in 32 quarters since. The position peaked at $571K in Q4 2021. 3,148 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.
- Regal Wealth Group held 1,521 shares of Tesla worth $362K as of Q4 2023.
- Regal Wealth Group sold 83 Tesla shares in Q4 2023, an estimated $19.7K.
- Tesla made up 0.22% of Regal Wealth Group's portfolio in Q4 2023, its #33 holding.
- Regal Wealth Group first reported a position in Tesla in Q4 2015 and has held it in 32 quarters since.
- Regal Wealth Group's Tesla position peaked at $571K in Q4 2021.
- 3,148 funds tracked by Wall St. Rank held Tesla as of Q4 2023.
Based on Regal Wealth Group's 13F filing for Q4 2023, filed 23 Feb 2024.