Veritable’s Tesla TSLA Stock Holding History

Veritable’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	–	Sell	-44,455	Closed	-$11.6M	–	734
2023 Q2	$11.6M	Sell	44,455 -25,720	-37%	-$5.14M	0.18%	66
2023 Q1	$14.6M	Sell	70,175 -65,821	-48%	-$11.5M	0.24%	48
2022 Q4	$16.8M	Buy	135,996 +82,008	+152%	+$15.5M	0.29%	43
2022 Q3	$14.3M	Buy	53,988 +3,507	+7%	+$979K	0.28%	41
2022 Q2	$11.3M	Buy	50,481 +3,540	+8%	+$966K	0.2%	63
2022 Q1	$16.9M	Buy	46,941 +102	+0.2%	+$31.8K	0.26%	43
2021 Q4	$16.5M	Buy	46,839 +1,110	+2%	+$372K	0.24%	53
2021 Q3	$11.8M	Buy	45,729 +1,350	+3%	+$318K	0.19%	66
2021 Q2	$10.1M	Buy	44,379 +303	+0.7%	+$65.8K	0.16%	74
2021 Q1	$9.81M	Sell	44,076 -1,710	-4%	-$429K	0.17%	70
2020 Q4	$10.8M	Buy	45,786 +17,457	+62%	+$2.98M	0.2%	64
2020 Q3	$4.05M	Sell	28,329 -3,171	-10%	-$374K	0.08%	125
2020 Q2	$2.27M	Sell	31,500 -6,270	-17%	-$339K	0.05%	172
2020 Q1	$1.32M	Sell	37,770 -2,340	-6%	-$97K	0.03%	254
2019 Q4	$1.12M	Buy	40,110 +1,005	+3%	+$21.8K	0.02%	348
2019 Q3	$628K	Buy	39,105 +1,500	+4%	+$23.5K	0.01%	456
2019 Q2	$560K	Buy	37,605 +6,075	+19%	+$94.5K	0.01%	471
2019 Q1	$588K	Buy	31,530 +1,170	+4%	+$23.5K	0.01%	459
2018 Q4	$674K	Buy	30,360 +225	+0.7%	+$4.84K	0.02%	399
2018 Q3	$532K	Sell	30,135 -4,005	-12%	-$83.4K	0.01%	485
2018 Q2	$781K	Buy	34,140 +990	+3%	+$20.1K	0.02%	401
2018 Q1	$588K	Sell	33,150 -120	-0.4%	-$2.64K	0.01%	454
2017 Q4	$691K	Buy	33,270 +1,260	+4%	+$27.4K	0.01%	411
2017 Q3	$728K	Sell	32,010 -1,725	-5%	-$39.8K	0.02%	410
2017 Q2	$813K	Hold	33,735	–	–	0.02%	397
2017 Q1	$626K	Sell	33,735 -105	-0.3%	-$1.78K	0.01%	432
2016 Q4	$482K	Sell	33,840 -1,335	-4%	-$17.5K	0.01%	488
2016 Q3	$478K	Sell	35,175 -3,465	-9%	-$50K	0.01%	485
2016 Q2	$547K	Buy	38,640 +5,850	+18%	+$88.6K	0.01%	425
2016 Q1	$502K	Buy	32,790 +1,335	+4%	+$17.6K	0.01%	437
2015 Q4	$503K	Buy	31,455 +570	+2%	+$8.53K	0.01%	462
2015 Q3	$511K	Buy	30,885 +555	+2%	+$9.43K	0.02%	444
2015 Q2	$542K	Sell	30,330 -25,815	-46%	-$408K	0.01%	440
2015 Q1	$707K	Sell	56,145 -11,745	-17%	-$159K	0.01%	489
2014 Q4	$1.01M	Buy	67,890 +9,930	+17%	+$155K	0.02%	404
2014 Q3	$938K	Sell	57,960 -1,245	-2%	-$20.5K	0.02%	427
2014 Q2	$948K	Sell	59,205 -150	-0.3%	-$2.09K	0.02%	427
2014 Q1	$825K	Buy	59,355 +4,215	+8%	+$56.5K	0.02%	438
2013 Q4	$553K	Sell	55,140 -9,090	-14%	-$92.8K	0.01%	556
2013 Q3	$828K	Sell	64,230 -4,755	-7%	-$47K	0.02%	431
2013 Q2	$494K	Buy	+68,985	New	+$346K	0.01%	577

Other funds holding TSLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Veritable's TSLA Position: Q3 2023 in Review

Veritable sold out of Tesla (TSLA) in Q3 2023, closing a stake of 44,455 shares — an estimated $11.6M sold.

Veritable first reported a position in TSLA in Q2 2013 and held it in 41 quarters. The position peaked at $16.9M in Q1 2022. 2,931 funds tracked by Wall St. Rank hold TSLA as of Q3 2023.

Veritable reported no remaining Tesla position as of Q3 2023 after selling out during the quarter.
Veritable sold 44,455 Tesla shares in Q3 2023, an estimated $11.6M.
Veritable first reported a position in Tesla in Q2 2013 and held it in 41 quarters.
Veritable's Tesla position peaked at $16.9M in Q1 2022.
2,931 funds tracked by Wall St. Rank held Tesla as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.