WC Walker & Associates’s Tesla TSLA Stock Holding History

WC Walker & Associates’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	$715K	Sell	3,559 -119	-3%	-$22.5K	0.38%	45
2022 Q3	$826K	Hold	3,678	–	–	0.47%	42
2022 Q2	$883K	Buy	3,678 +1,917	+109%	+$523K	0.52%	39
2022 Q1	$600K	Buy	1,761 +57	+3%	+$17.8K	0.31%	43
2021 Q4	$596K	Buy	1,704 +423	+33%	+$142K	0.29%	43
2021 Q3	$331K	Sell	1,281 -600	-32%	-$141K	0.18%	54
2021 Q2	$426K	Hold	1,881	–	–	0.22%	52
2021 Q1	$434K	Hold	1,881	–	–	0.25%	52
2020 Q4	$490K	Buy	+1,881	New	+$321K	0.28%	52

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

WC Walker & Associates's TSLA Position: Q4 2022 in Review

WC Walker & Associates reduced its Tesla (TSLA) stake by 3.2% in Q4 2022, selling an estimated $22.5K and leaving 3,559 shares worth $715K. The position accounts for 0.38% of the portfolio, ranked #45.

WC Walker & Associates first reported a position in TSLA in Q4 2020 and has held it in 9 quarters since. The position peaked at $883K in Q2 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

WC Walker & Associates held 3,559 shares of Tesla worth $715K as of Q4 2022.
WC Walker & Associates sold 119 Tesla shares in Q4 2022, an estimated $22.5K.
Tesla made up 0.38% of WC Walker & Associates's portfolio in Q4 2022, its #45 holding.
WC Walker & Associates first reported a position in Tesla in Q4 2020 and has held it in 9 quarters since.
WC Walker & Associates's Tesla position peaked at $883K in Q2 2022.
2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.