TSLA TESLA INC

Ownership history in Straight Path Wealth Management  ·  18 quarters on record

This page tracks every 13F SEC filing in which Straight Path Wealth Management 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
39.42% (2021 Q4)
Avg. % of fund
19.58%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 118,181 +1,004 +0.9% 14.33% $53.1M $449.72
2025 Q3 ADDED 117,177 +110,677 +1702.7% 14.05% $52.1M $444.72
2025 Q3 REDUCED 6,500 -110,653 -94.5% 0.78% $2.9M $444.72
2025 Q2 ADDED 117,153 +199 +0.2% 12.63% $37.2M $317.66
2025 Q1 ADDED 116,954 +31 +0.0% 12.26% $30.3M $259.16
2024 Q4 REDUCED 116,923 -5,420 -4.4% 18.68% $47.2M $403.84
2024 Q3 REDUCED 122,343 -7,495 -5.8% 13.79% $32.0M $261.63
2024 Q2 REDUCED 129,838 -4,924 -3.7% 13.20% $25.7M $197.88
2024 Q1 ADDED 134,762 +2,950 +2.2% 13.30% $23.7M $175.79
2023 Q4 ADDED 131,812 +117 +0.1% 19.21% $32.8M $248.48
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TSLA price (monthly, adj. close)
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