Seneca Financial Advisors’s Tesla TSLA Stock Holding History

Seneca Financial Advisors’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	–	Sell	-780	Closed	-$204K	–	54
2023 Q2	$204K	Buy	+780	New	+$156K	0.14%	52
2022 Q4	–	Sell	-1,125	Closed	-$298K	–	51
2022 Q3	$298K	Sell	1,125 -117	-9%	-$32.7K	0.21%	34
2022 Q2	$279K	Hold	1,242	–	–	0.19%	35
2022 Q1	$446K	Buy	1,242 +21	+2%	+$6.54K	0.27%	31
2021 Q4	$430K	Buy	1,221 +261	+27%	+$87.5K	0.25%	32
2021 Q3	$248K	Sell	960 -6	-0.6%	-$1.41K	0.16%	37
2021 Q2	$219K	Sell	966 -60	-6%	-$13K	0.14%	39
2021 Q1	$228K	Buy	1,026 +63	+7%	+$15.8K	0.16%	38
2020 Q4	$227K	Buy	+963	New	+$164K	0.17%	37

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Seneca Financial Advisors's TSLA Position: Q3 2023 in Review

Seneca Financial Advisors sold out of Tesla (TSLA) in Q3 2023, closing a stake of 780 shares — an estimated $204K sold.

Seneca Financial Advisors first reported a position in TSLA in Q4 2020 and held it in 9 quarters. The position peaked at $446K in Q1 2022. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

Seneca Financial Advisors reported no remaining Tesla position as of Q3 2023 after selling out during the quarter.
Seneca Financial Advisors sold 780 Tesla shares in Q3 2023, an estimated $204K.
Seneca Financial Advisors first reported a position in Tesla in Q4 2020 and held it in 9 quarters.
Seneca Financial Advisors's Tesla position peaked at $446K in Q1 2022.
2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Seneca Financial Advisors's 13F filing for Q3 2023, filed 27 Aug 2025.