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Sonora Investment Management’s Tesla TSLA Stock Holding History

Sonora Investment Management’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
2021
Q3 		$857K Buy
3,315
+249
+8% +$58.6K 0.11% 109
2021
Q2 		$695K Buy
3,066
+591
+24% +$128K 0.09% 111
2021
Q1 		$551K Sell
2,475
-69
-3% -$17.3K 0.04% 205
2020
Q4 		$598K Buy
2,544
+288
+13% +$49.1K 0.05% 198
2020
Q3 		$323K Buy
2,256
+1,206
+115% +$142K 0.03% 228
2020
Q2 		$76K Sell
1,050
-60
-5% -$3.25K 0.01% 388
2020
Q1 		$39K Buy
1,110
+135
+14% +$5.6K ﹤0.01% 561
2019
Q4 		$27K Hold
975
– – ﹤0.01% 718
2019
Q3 		$16K Hold
975
– – ﹤0.01% 965
2019
Q2 		$15K Hold
975
– – ﹤0.01% 994
2019
Q1 		$18K Hold
975
– – ﹤0.01% 834
2018
Q4 		$22K Sell
975
-750
-43% -$16.1K ﹤0.01% 611
2018
Q3 		$30K Hold
1,725
– – ﹤0.01% 510
2018
Q2 		$39K Hold
1,725
– – 0.01% 446
2018
Q1 		$30.6K Sell
1,725
-900
-34% -$19.8K ﹤0.01% 470
2017
Q4 		$54.5K Hold
2,625
– – 0.01% 380
2017
Q3 		$59.7K Buy
2,625
+855
+48% +$19.7K 0.01% 313
2017
Q2 		$42.7K Hold
1,770
– – 0.01% 365
2017
Q1 		$32.8K Hold
1,770
– – 0.01% 389
2016
Q4 		$25.2K Buy
1,770
+45
+3% +$591 0.01% 404
2016
Q3 		$23.5K Hold
1,725
– – ﹤0.01% 428
2016
Q2 		$24.4K Buy
1,725
+15
+0.9% +$227 0.01% 403
2016
Q1 		$28.7K Buy
1,710
+30
+2% +$395 0.01% 372
2015
Q4 		$27K Hold
1,680
– – 0.01% 330
2015
Q3 		$27K Buy
+1,680
New +$28.5K 0.01% 282

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sonora Investment Management's TSLA Position: Q3 2021 in Review

Sonora Investment Management increased its Tesla (TSLA) stake by 8.1% in Q3 2021, buying an estimated $58.6K and bringing the position to 3,315 shares worth $857K. The position accounts for 0.11% of the portfolio, ranked #109.

Sonora Investment Management first reported a position in TSLA in Q3 2015 and has held it in 25 quarters since. 2,249 funds tracked by Wall St. Rank hold TSLA as of Q3 2021.

  • Sonora Investment Management held 3,315 shares of Tesla worth $857K as of Q3 2021.
  • Sonora Investment Management bought 249 Tesla shares in Q3 2021, an estimated $58.6K.
  • Tesla made up 0.11% of Sonora Investment Management's portfolio in Q3 2021, its #109 holding.
  • Sonora Investment Management first reported a position in Tesla in Q3 2015 and has held it in 25 quarters since.
  • 2,249 funds tracked by Wall St. Rank held Tesla as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.