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SWM Advisors’s Tesla TSLA Stock Holding History

SWM 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
2022
Q3 		$990K Hold
3,732
– – 0.93% 9
2022
Q2 		$838K Buy
3,732
+432
+13% +$118K 0.76% 10
2022
Q1 		$1.19M Hold
3,300
– – 0.93% 10
2021
Q4 		$1.02M Buy
+3,300
New +$1.11M 0.9% 8

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

SWM Advisors's TSLA Position: Q3 2022 in Review

SWM Advisors held its Tesla (TSLA) position steady in Q3 2022 at 3,732 shares worth $990K. The position accounts for 0.93% of the portfolio, ranked #9.

SWM Advisors first reported a position in TSLA in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.19M in Q1 2022. 2,735 funds tracked by Wall St. Rank hold TSLA as of Q3 2022.

  • SWM Advisors held 3,732 shares of Tesla worth $990K as of Q3 2022.
  • SWM Advisors left its Tesla share count unchanged in Q3 2022.
  • Tesla made up 0.93% of SWM Advisors's portfolio in Q3 2022, its #9 holding.
  • SWM Advisors first reported a position in Tesla in Q4 2021 and has held it in 4 quarters since.
  • SWM Advisors's Tesla position peaked at $1.19M in Q1 2022.
  • 2,735 funds tracked by Wall St. Rank held Tesla as of Q3 2022.

Based on SWM Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.