YorkBridge Wealth Partners’s Tesla TSLA Stock Holding History

YorkBridge Wealth Partners’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	-1,960	Closed	-$520K	–	274
2022 Q3	$520K	Buy	1,960 +358	+22%	+$100K	0.13%	120
2022 Q2	$360K	Sell	1,602 -48	-3%	-$13.1K	0.09%	165
2022 Q1	$593K	Buy	1,650 +315	+24%	+$98.1K	0.13%	123
2021 Q4	$470K	Buy	1,335 +141	+12%	+$47.3K	0.11%	146
2021 Q3	$309K	Hold	1,194	–	–	0.08%	212
2021 Q2	$271K	Buy	1,194 +60	+5%	+$13K	0.07%	219
2021 Q1	$252K	Sell	1,134 -60	-5%	-$15.1K	0.07%	219
2020 Q4	$281K	Buy	+1,194	New	+$204K	0.09%	155
2019 Q3	–	Sell	-4,545	Closed	-$68K	–	605
2019 Q2	$68K	Hold	4,545	–	–	0.03%	341
2019 Q1	$85K	Hold	4,545	–	–	0.04%	299
2018 Q4	$101K	Hold	4,545	–	–	0.05%	244
2018 Q3	$94K	Sell	4,545 -15,450	-77%	-$322K	0.04%	292
2018 Q2	$457K	Hold	19,995	–	–	0.2%	105
2018 Q1	$392K	Hold	19,995	–	–	0.18%	119
2017 Q4	$444K	Buy	19,995 +600	+3%	+$13.1K	0.21%	103
2017 Q3	$441K	Sell	19,395 -1,125	-5%	-$26K	0.23%	97
2017 Q2	$482K	Buy	20,520 +16,155	+370%	+$356K	0.26%	88
2017 Q1	$93K	Sell	4,365 -210	-5%	-$3.55K	0.05%	279
2016 Q4	$60K	Buy	+4,575	New	+$60.1K	0.04%	333

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

YorkBridge Wealth Partners's TSLA Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Tesla (TSLA) in Q4 2022, closing a stake of 1,960 shares — an estimated $520K sold.

YorkBridge Wealth Partners first reported a position in TSLA in Q4 2016 and held it in 19 quarters. The position peaked at $593K in Q1 2022. 2,482 funds tracked by Wall St. Rank hold TSLA as of Q4 2022.

YorkBridge Wealth Partners reported no remaining Tesla position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,960 Tesla shares in Q4 2022, an estimated $520K.
YorkBridge Wealth Partners first reported a position in Tesla in Q4 2016 and held it in 19 quarters.
YorkBridge Wealth Partners's Tesla position peaked at $593K in Q1 2022.
2,482 funds tracked by Wall St. Rank held Tesla as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.