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Sutton Wealth Advisors’s Tesla TSLA Stock Holding History

Sutton Wealth 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 		$330K Buy
1,317
+223
+20% +$57.3K 0.16% 81
2023
Q2 		$286K Buy
1,094
+13
+1% +$2.6K 0.14% 88
2023
Q1 		$224K Sell
1,081
-6,086
-85% -$1.06M 0.12% 94
2022
Q4 		$883K Sell
7,167
-211
-3% -$40K 0.34% 52
2022
Q3 		$1.96M Buy
7,378
+91
+1% +$25.4K 0.8% 25
2022
Q2 		$1.64M Buy
7,287
+45
+0.6% +$12.3K 0.65% 29
2022
Q1 		$2.6M Buy
7,242
+57
+0.8% +$17.8K 0.9% 25
2021
Q4 		$2.53M Buy
7,185
+60
+0.8% +$20.1K 0.84% 27
2021
Q3 		$1.84M Buy
7,125
+57
+0.8% +$13.4K 0.68% 31
2021
Q2 		$1.6M Buy
7,068
+195
+3% +$42.3K 0.59% 33
2021
Q1 		$1.53M Buy
6,873
+33
+0.5% +$8.29K 0.6% 35
2020
Q4 		$1.61M Buy
6,840
+546
+9% +$93.2K 0.68% 29
2020
Q3 		$900K Buy
6,294
+9
+0.1% +$1.06K 0.44% 42
2020
Q2 		$452K Hold
6,285
– – 0.24% 70
2020
Q1 		$220K Sell
6,285
-60
-0.9% -$2.49K 0.14% 119
2019
Q4 		$177K Hold
6,345
– – 0.09% 162
2019
Q3 		$102K Sell
6,345
-45
-0.7% -$705 0.06% 208
2019
Q2 		$95.2K Buy
6,390
+30
+0.5% +$467 0.05% 216
2019
Q1 		$119K Buy
6,360
+75
+1% +$1.51K 0.07% 190
2018
Q4 		$139K Hold
6,285
– – 0.09% 164
2018
Q3 		$111K Hold
6,285
– – 0.07% 188
2018
Q2 		$144K Hold
6,285
– – 0.1% 159
2018
Q1 		$112K Hold
6,285
– – 0.08% 186
2017
Q4 		$130K Hold
6,285
– – 0.1% 172
2017
Q3 		$143K Hold
6,285
– – 0.11% 158
2017
Q2 		$152K Hold
6,285
– – 0.12% 147
2017
Q1 		$117K Hold
6,285
– – 0.1% 173
2016
Q4 		$89.5K Buy
6,285
+6,180
+5,886% +$81.2K 0.08% 193
2016
Q3 		$1.43K Sell
105
-765
-88% -$11K ﹤0.01% 943
2016
Q2 		$12.3K Buy
870
+15
+2% +$227 0.01% 575
2016
Q1 		$13.1K Buy
+855
New +$11.2K 0.01% 544

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's TSLA Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Tesla (TSLA) stake by 20% in Q3 2023, buying an estimated $57.3K and bringing the position to 1,317 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #81.

Sutton Wealth Advisors first reported a position in TSLA in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.6M in Q1 2022. 2,931 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

  • Sutton Wealth Advisors held 1,317 shares of Tesla worth $330K as of Q3 2023.
  • Sutton Wealth Advisors bought 223 Tesla shares in Q3 2023, an estimated $57.3K.
  • Tesla made up 0.16% of Sutton Wealth Advisors's portfolio in Q3 2023, its #81 holding.
  • Sutton Wealth Advisors first reported a position in Tesla in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Tesla position peaked at $2.6M in Q1 2022.
  • 2,931 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.