SEC 13F Intelligence

Provence Wealth Management Group / TSLA

Provence Wealth Management Group’s Tesla Inc Position

Does Provence Wealth Management Group own Tesla Inc (TSLA)? Yes — 12.3K shares worth $3M (+1.64% of its 13F portfolio) as of Q4 2023, up from 11.4K shares the prior filed quarter.

Position Value
$3M
Q4 2023
Shares
12.3K
% of Portfolio
+1.64%
Quarters Held
8
currently held

Position History TSLA

Reported value by quarter
Q1 ’22: $2MQ1 ’22Q2 ’22: $1MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $1MQ4 ’22Q1 ’23: $2MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202312.3K$3M+1.64%
Q3 202311.4K$3M+1.75%
Q2 202310.8K$3M+1.66%
Q1 202311.7K$2M+1.62%
Q4 20228.9K$1M+0.90%
Q3 20225.7K$2M+1.96%
Q2 20221.8K$1M+1.63%
Q1 20221.9K$2M+2.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Provence Wealth Management Group’s full portfolio or all institutional holders of TSLA.