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Triad Financial Advisors’s Tesla TSLA Stock Holding History

Triad Financial 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 		$278K Buy
1,110
+139
+14% +$35.7K 0.1% 84
2023
Q2 		$254K Buy
+971
New +$194K 0.1% 82
2023
Q1 		– Sell
-1,674
Closed -$206K – 115
2022
Q4 		$206K Sell
1,674
-13
-0.8% -$2.46K 0.09% 107
2022
Q3 		$447K Buy
1,687
+34
+2% +$9.49K 0.24% 46
2022
Q2 		$371K Sell
1,653
-57
-3% -$15.6K 0.21% 62
2022
Q1 		$614K Buy
1,710
+150
+10% +$46.7K 0.33% 41
2021
Q4 		$550K Buy
+1,560
New +$523K 0.33% 47

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

Triad Financial Advisors's TSLA Position: Q3 2023 in Review

Triad Financial Advisors increased its Tesla (TSLA) stake by 14% in Q3 2023, buying an estimated $35.7K and bringing the position to 1,110 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #84.

Triad Financial Advisors first reported a position in TSLA in Q4 2021 and has held it in 7 quarters since. The position peaked at $614K in Q1 2022. 2,930 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

  • Triad Financial Advisors held 1,110 shares of Tesla worth $278K as of Q3 2023.
  • Triad Financial Advisors bought 139 Tesla shares in Q3 2023, an estimated $35.7K.
  • Tesla made up 0.1% of Triad Financial Advisors's portfolio in Q3 2023, its #84 holding.
  • Triad Financial Advisors first reported a position in Tesla in Q4 2021 and has held it in 7 quarters since.
  • Triad Financial Advisors's Tesla position peaked at $614K in Q1 2022.
  • 2,930 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.