S
TSLA icon

Surevest’s Tesla TSLA Stock Holding History

Surevest’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
Q3 		$1.14M Buy
4,309
+163
+4% +$45.5K 0.31% 83
2022
Q2 		$931K Buy
4,146
+1,044
+34% +$285K 0.24% 90
2022
Q1 		$1.11M Buy
3,102
+2,295
+284% +$715K 0.27% 87
2021
Q4 		$284K Hold
807
– – 0.07% 108
2021
Q3 		$209K Buy
+807
New +$190K 0.05% 104

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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

Surevest's TSLA Position: Q3 2022 in Review

Surevest increased its Tesla (TSLA) stake by 3.9% in Q3 2022, buying an estimated $45.5K and bringing the position to 4,309 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #83.

Surevest first reported a position in TSLA in Q3 2021 and has held it in 5 quarters since. 2,735 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

  • Surevest held 4,309 shares of Tesla worth $1.14M as of Q3 2022.
  • Surevest bought 163 Tesla shares in Q3 2022, an estimated $45.5K.
  • Tesla made up 0.31% of Surevest's portfolio in Q3 2022, its #83 holding.
  • Surevest first reported a position in Tesla in Q3 2021 and has held it in 5 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.