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Simplicity Solutions’s Tesla TSLA Stock Holding History

Simplicity Solutions’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
Q4 		$21M Buy
84,774
+906
+1% +$215K 0.57% 31
2023
Q3 		$20.9M Buy
83,868
+1,672
+2% +$429K 0.67% 26
2023
Q2 		$21.4M Sell
82,196
-47,636
-37% -$9.53M 0.59% 29
2023
Q1 		$26.9M Buy
129,832
+95,102
+274% +$16.6M 0.71% 22
2022
Q4 		$4.28M Buy
34,730
+12,602
+57% +$2.39M 0.58% 26
2022
Q3 		$5.87M Sell
22,128
-204
-0.9% -$57K 0.85% 14
2022
Q2 		$5.01M Buy
22,332
+765
+4% +$209K 0.65% 30
2022
Q1 		$7.75M Sell
21,567
-11,187
-34% -$3.48M 0.95% 14
2021
Q4 		$11.5M Buy
32,754
+16,452
+101% +$5.52M 1.29% 8
2021
Q3 		$4.21M Buy
16,302
+1,752
+12% +$412K 0.65% 26
2021
Q2 		$3.3M Buy
14,550
+18
+0.1% +$3.91K 0.65% 25
2021
Q1 		$3.23M Sell
14,532
-39,075
-73% -$9.81M 0.71% 27
2020
Q4 		$12.6M Sell
53,607
-1,227
-2% -$209K 0.19% 119
2020
Q3 		$7.84M Buy
54,834
+2,184
+4% +$258K 0.14% 133
2020
Q2 		$3.79M Buy
52,650
+30,300
+136% +$1.64M 0.08% 210
2020
Q1 		$781K Sell
22,350
-17,580
-44% -$729K 0.02% 400
2019
Q4 		$1.11M Sell
39,930
-40,155
-50% -$871K 0.03% 367
2019
Q3 		$1.29M Buy
80,085
+1,380
+2% +$21.6K 0.05% 246
2019
Q2 		$1.17M Buy
78,705
+780
+1% +$12.1K 0.05% 225
2019
Q1 		$1.4M Buy
77,925
+27,300
+54% +$548K 0.08% 208
2018
Q4 		$1.12M Sell
50,625
-3,960
-7% -$85.2K 0.15% 165
2018
Q3 		$963K Buy
+54,585
New +$1.14M 0.06% 174

Other funds holding TSLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Simplicity Solutions's TSLA Position: Q4 2023 in Review

Simplicity Solutions increased its Tesla (TSLA) stake by 1.1% in Q4 2023, buying an estimated $215K and bringing the position to 84,774 shares worth $21M. The position accounts for 0.57% of the portfolio, ranked #31.

Simplicity Solutions first reported a position in TSLA in Q3 2018 and has held it in 22 quarters since. The position peaked at $26.9M in Q1 2023. 3,151 funds tracked by Wall St. Rank hold TSLA as of Q4 2023.

  • Simplicity Solutions held 84,774 shares of Tesla worth $21M as of Q4 2023.
  • Simplicity Solutions bought 906 Tesla shares in Q4 2023, an estimated $215K.
  • Tesla made up 0.57% of Simplicity Solutions's portfolio in Q4 2023, its #31 holding.
  • Simplicity Solutions first reported a position in Tesla in Q3 2018 and has held it in 22 quarters since.
  • Simplicity Solutions's Tesla position peaked at $26.9M in Q1 2023.
  • 3,151 funds tracked by Wall St. Rank held Tesla as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.