Ownership history in Peterson Wealth Services Β· 16 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Peterson Wealth Services outperformed the S&P 500 by +18.7% annually on this TSLA position. Timing score: 53% (8/15 decisions correct). Average cost basis: $336.80. Maximum drawdown during holding period: β65.7%.
π₯ Exceptional β beat the S&P 500 by 18.7% per year on this position.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct
Best entry: $123.18 (2022 Q4) Β· Worst: $449.72 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 4 trims. Bought during 2 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Peterson Wealth Services has been actively increasing its TSLA allocation β a bullish signal from insiders.
Currently 4.97% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size