A detailed history of Evercore Wealth Management, LLC transactions in Tesla, Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 35,867 shares of TSLA stock, worth $14.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
35,867
Previous 40,317 11.04%
Holding current value
$14.7 Million
Previous $7.98 Million 17.64%
% of portfolio
0.14%
Previous 0.13%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$191.76 - $263.26 $853,332 - $1.17 Million
-4,450 Reduced 11.04%
35,867 $9.38 Million
Q2 2024

Aug 14, 2024

SELL
$142.05 - $197.88 $426,576 - $594,233
-3,003 Reduced 6.93%
40,317 $7.98 Million
Q1 2024

May 15, 2024

BUY
$162.5 - $248.42 $541,287 - $827,487
3,331 Added 8.33%
43,320 $7.62 Million
Q4 2023

Feb 14, 2024

BUY
$197.36 - $263.62 $574,120 - $766,870
2,909 Added 7.85%
39,989 $9.94 Million
Q3 2023

Nov 14, 2023

BUY
$215.49 - $293.34 $916,478 - $1.25 Million
4,253 Added 12.96%
37,080 $9.28 Million
Q2 2023

Aug 04, 2023

BUY
$153.75 - $274.45 $439,417 - $784,378
2,858 Added 9.54%
32,827 $8.59 Million
Q1 2023

May 15, 2023

BUY
$108.1 - $214.24 $53,401 - $105,834
494 Added 1.68%
29,969 $6.22 Million
Q4 2022

Feb 14, 2023

BUY
$109.1 - $249.44 $56,295 - $128,711
516 Added 1.78%
29,475 $3.63 Million
Q3 2022

Nov 14, 2022

BUY
$265.25 - $927.96 $5.12 Million - $17.9 Million
19,306 Added 200.0%
28,959 $7.68 Million
Q2 2022

Aug 15, 2022

SELL
$628.16 - $1145.45 $47,740 - $87,054
-76 Reduced 0.78%
9,653 $6.5 Million
Q1 2022

May 16, 2022

SELL
$764.04 - $1199.78 $7.44 Million - $11.7 Million
-9,737 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$775.22 - $1229.91 $343,422 - $544,850
-443 Reduced 4.35%
9,737 $10.3 Million
Q3 2021

Nov 15, 2021

SELL
$643.38 - $791.36 $350,642 - $431,291
-545 Reduced 5.08%
10,180 $7.89 Million
Q2 2021

Aug 16, 2021

SELL
$563.46 - $762.32 $20,284 - $27,443
-36 Reduced 0.33%
10,725 $7.29 Million
Q1 2021

May 17, 2021

BUY
$563.0 - $883.09 $35,469 - $55,634
63 Added 0.59%
10,761 $7.19 Million
Q4 2020

Feb 16, 2021

SELL
$388.04 - $705.67 $815,272 - $1.48 Million
-2,101 Reduced 16.42%
10,698 $7.55 Million
Q3 2020

Nov 16, 2020

BUY
$223.93 - $498.32 $2.3 Million - $5.11 Million
10,252 Added 402.51%
12,799 $5.49 Million
Q2 2020

Aug 13, 2020

BUY
$90.89 - $215.96 $181 - $431
2 Added 0.08%
2,547 $2.75 Million
Q1 2020

May 14, 2020

SELL
$72.24 - $183.48 $29,257 - $74,309
-405 Reduced 13.73%
2,545 $1.33 Million
Q3 2019

Nov 14, 2019

SELL
$42.28 - $52.98 $1,775 - $2,225
-42 Reduced 1.4%
2,950 $710,000
Q2 2019

Aug 13, 2019

SELL
$35.79 - $58.36 $3,006 - $4,902
-84 Reduced 2.73%
2,992 $669,000
Q1 2019

May 14, 2019

BUY
$52.08 - $69.46 $11,040 - $14,725
212 Added 7.4%
3,076 $861,000
Q4 2018

Feb 13, 2019

SELL
$50.11 - $75.36 $14,131 - $21,251
-282 Reduced 8.96%
2,864 $953,000
Q3 2018

Nov 13, 2018

SELL
$52.65 - $75.91 $80,501 - $116,066
-1,529 Reduced 32.71%
3,146 $833,000
Q2 2018

Aug 14, 2018

SELL
$50.5 - $74.17 $20,048 - $29,445
-397 Reduced 7.83%
4,675 $1.6 Million
Q1 2018

May 15, 2018

SELL
$51.56 - $71.48 $6,187 - $8,577
-120 Reduced 2.31%
5,072 $1.35 Million
Q4 2017

Feb 13, 2018

SELL
$59.85 - $71.93 $2,992 - $3,596
-50 Reduced 0.95%
5,192 $1.62 Million
Q3 2017

Nov 13, 2017

BUY
$63.91 - $77.0 $335,016 - $403,634
5,242
5,242 $1.79 Million

Others Institutions Holding TSLA

About Tesla, Inc.


  • Ticker TSLA
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Auto Manufacturers
  • Shares Outstandng 3,157,750,016
  • Market Cap $1.3T
  • Description
  • Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. The company operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory ...
More about TSLA
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.