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Vahanian & Associates Financial Planning’s Tesla TSLA Stock Holding History

Vahanian & Associates Financial Planning’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
Q4 		– Sell
-2,017
Closed -$535K – 65
2022
Q3 		$535K Buy
2,017
+385
+24% +$108K 1.84% 17
2022
Q2 		$366K Sell
1,632
-2,016
-55% -$550K 1.57% 20
2022
Q1 		$1.31M Sell
3,648
-1,296
-26% -$404K 3.03% 9
2021
Q4 		$1.74M Buy
+4,944
New +$1.66M 1.4% 14

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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

Vahanian & Associates Financial Planning's TSLA Position: Q4 2022 in Review

Vahanian & Associates Financial Planning sold out of Tesla (TSLA) in Q4 2022, closing a stake of 2,017 shares — an estimated $535K sold.

Vahanian & Associates Financial Planning first reported a position in TSLA in Q4 2021 and held it in 4 quarters. The position peaked at $1.74M in Q4 2021. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

  • Vahanian & Associates Financial Planning reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,017 Tesla shares in Q4 2022, an estimated $535K.
  • Vahanian & Associates Financial Planning first reported a position in Tesla in Q4 2021 and held it in 4 quarters.
  • Vahanian & Associates Financial Planning's Tesla position peaked at $1.74M in Q4 2021.
  • 2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2022, filed 1 Feb 2023.