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Sargent Bickham Lagudis’s Tesla TSLA Stock Holding History

Sargent Bickham Lagudis’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 		$386K Sell
3,134
-127
-4% -$24K 0.03% 212
2022
Q3 		$865K Buy
3,261
+597
+22% +$167K 0.08% 134
2022
Q2 		$598K Buy
2,664
+255
+11% +$69.6K 0.05% 165
2022
Q1 		$865K Buy
2,409
+33
+1% +$10.3K 0.07% 147
2021
Q4 		$837K Sell
2,376
-312
-12% -$105K 0.06% 141
2021
Q3 		$695K Sell
2,688
-30
-1% -$7.06K 0.06% 148
2021
Q2 		$616K Sell
2,718
-1,305
-32% -$283K 0.05% 153
2021
Q1 		$896K Sell
4,023
-54
-1% -$13.6K 0.08% 122
2020
Q4 		$959K Sell
4,077
-324
-7% -$55.3K 0.09% 120
2020
Q3 		$629K Buy
4,401
+501
+13% +$59.2K 0.06% 128
2020
Q2 		$281K Buy
3,900
+135
+4% +$7.3K 0.03% 176
2020
Q1 		$132K Buy
3,765
+150
+4% +$6.22K 0.02% 227
2019
Q4 		$101K Sell
3,615
-450
-11% -$9.76K 0.01% 282
2019
Q3 		$65K Buy
4,065
+750
+23% +$11.7K 0.01% 311
2019
Q2 		$49K Sell
3,315
-15
-0.5% -$233 0.01% 376
2019
Q1 		$62K Hold
3,330
– – 0.01% 345
2018
Q4 		$74K Sell
3,330
-405
-11% -$8.71K 0.01% 312
2018
Q3 		$66K Hold
3,735
– – 0.01% 329
2018
Q2 		$85K Buy
3,735
+15
+0.4% +$305 0.01% 290
2018
Q1 		$66K Sell
3,720
-720
-16% -$15.8K 0.01% 317
2017
Q4 		$92K Hold
4,440
– – 0.01% 287
2017
Q3 		$101K Hold
4,440
– – 0.01% 284
2017
Q2 		$107K Hold
4,440
– – 0.01% 263
2017
Q1 		$82K Sell
4,440
-150
-3% -$2.54K 0.01% 290
2016
Q4 		$65K Buy
4,590
+555
+14% +$7.29K 0.01% 301
2016
Q3 		$55 Sell
4,035
-3,225
-44% -$46.6K 0.01% 332
2016
Q2 		$103K Hold
7,260
– – 0.02% 269
2016
Q1 		$111K Buy
+7,260
New +$95.5K 0.02% 267

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sargent Bickham Lagudis's TSLA Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Tesla (TSLA) stake by 3.9% in Q4 2022, selling an estimated $24K and leaving 3,134 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #212.

Sargent Bickham Lagudis first reported a position in TSLA in Q1 2016 and has held it in 28 quarters since. The position peaked at $959K in Q4 2020. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Sargent Bickham Lagudis held 3,134 shares of Tesla worth $386K as of Q4 2022.
  • Sargent Bickham Lagudis sold 127 Tesla shares in Q4 2022, an estimated $24K.
  • Tesla made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #212 holding.
  • Sargent Bickham Lagudis first reported a position in Tesla in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Tesla position peaked at $959K in Q4 2020.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.