Sanford Advisory Services’s Tesla TSLA Stock Holding History

Sanford Advisory Services’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	$1.37M	Buy	11,154 +3,085	+38%	+$584K	0.33%	47
2022 Q3	$2.14M	Buy	8,069 +3,425	+74%	+$957K	0.61%	27
2022 Q2	$1.04M	Sell	4,644 -4,680	-50%	-$1.28M	0.29%	41
2022 Q1	$3.35M	Buy	9,324 +414	+5%	+$129K	0.91%	15
2021 Q4	$3.14M	Buy	8,910 +4,335	+95%	+$1.45M	0.71%	18
2021 Q3	$1.18M	Sell	4,575 -3,135	-41%	-$738K	0.3%	35
2021 Q2	$1.75M	Buy	7,710 +2,646	+52%	+$574K	0.45%	25
2021 Q1	$1.13M	Sell	5,064 -876	-15%	-$220K	0.31%	34
2020 Q4	$1.4M	Buy	+5,940	New	+$1.01M	0.45%	26

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanford Advisory Services's TSLA Position: Q4 2022 in Review

Sanford Advisory Services increased its Tesla (TSLA) stake by 38% in Q4 2022, buying an estimated $584K and bringing the position to 11,154 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #47.

Sanford Advisory Services first reported a position in TSLA in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.35M in Q1 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

Sanford Advisory Services held 11,154 shares of Tesla worth $1.37M as of Q4 2022.
Sanford Advisory Services bought 3,085 Tesla shares in Q4 2022, an estimated $584K.
Tesla made up 0.33% of Sanford Advisory Services's portfolio in Q4 2022, its #47 holding.
Sanford Advisory Services first reported a position in Tesla in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's Tesla position peaked at $3.35M in Q1 2022.
2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.