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Trail Ridge Investment Advisors’s Tesla TSLA Stock Holding History

Trail Ridge Investment 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
Q1 		– Sell
-2,560
Closed -$315K – 125
2022
Q4 		$315K Sell
2,560
-157
-6% -$29.7K 0.22% 96
2022
Q3 		$532K Sell
2,717
-532
-16% -$149K 0.35% 75
2022
Q2 		$729K Buy
3,249
+117
+4% +$31.9K 0.49% 61
2022
Q1 		$1.13M Buy
3,132
+732
+31% +$228K 0.69% 47
2021
Q4 		$845K Buy
+2,400
New +$805K 0.51% 58

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Trail Ridge Investment Advisors's TSLA Position: Q1 2023 in Review

Trail Ridge Investment Advisors sold out of Tesla (TSLA) in Q1 2023, closing a stake of 2,560 shares — an estimated $315K sold.

Trail Ridge Investment Advisors first reported a position in TSLA in Q4 2021 and held it in 5 quarters. The position peaked at $1.13M in Q1 2022. 2,715 funds tracked by Wall St. Rank hold TSLA as of Q1 2023.

  • Trail Ridge Investment Advisors reported no remaining Tesla position as of Q1 2023 after selling out during the quarter.
  • Trail Ridge Investment Advisors sold 2,560 Tesla shares in Q1 2023, an estimated $315K.
  • Trail Ridge Investment Advisors first reported a position in Tesla in Q4 2021 and held it in 5 quarters.
  • Trail Ridge Investment Advisors's Tesla position peaked at $1.13M in Q1 2022.
  • 2,715 funds tracked by Wall St. Rank held Tesla as of Q1 2023.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.